New Integration: Use FileInvite to Quickly Collect Documents from Clients

Requesting information and files from clients is essential to any operation, but the back and forth to get that information is not how you necessarily want to be spending you or your client’s time.

FileInvite makes sending and requesting documents much easier. With FileInvite, you can create an invite (or use a custom template) with the information you are requesting, send it over to your client, and monitor its status. Schedule reminders so nothing slips through the cracks, and effortlessly download files once they’ve been returned.

FileInvite now connects to Zapier’s 1,000+ apps, allowing you to further automate your document requesting process. Use the Zapier and FileInvite integration to save time on information collection and stay on track with your client’s needs.

How FileInvite Works with Zapier

Triggers

• New Invite: Triggers when a new FileInvite is created/sent.
• New Person: Triggers when a new person is created.

Actions

• Create Invite: Creates a new invite for an existing person.
• Create Person: Creates a new person.

Automation Inspiration

Get started with these sample Zaps:

Request Information from Your Contacts

Request Documents When Projects Move Forward

How to Automate FileInvite with Zapier

1. Sign up for a FileInvite account, and make sure you have a Zapier account

2. Try some pre-made FileInvite integrations and learn more about how FileInvite works with Zapier

3. Check out our FileInvite help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with FileInvite and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use FileInvite with Zapier.