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FileInvite Integrations

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Put FileInvite to work with AI and enterprise-grade automation

Automate smarter with FileInvite and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Or pick an app to pair with
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Integrate HubSpot with FileInviteIntegrate HubSpot with FileInvite
HubSpot
Marketing Automation
Integrate Cognito Forms with FileInviteIntegrate Cognito Forms with FileInvite
Cognito Forms
Forms & Surveys
Integrate ActiveCampaign with FileInviteIntegrate ActiveCampaign with FileInvite
ActiveCampaign
Marketing Automation
Integrate Mercury Connect with FileInviteIntegrate Mercury Connect with FileInvite
Mercury Connect
CRM (Customer Relationship Management)
Integrate Airtable with FileInviteIntegrate Airtable with FileInvite
Airtable
Databases
Integrate Formsite with FileInviteIntegrate Formsite with FileInvite
Formsite
Forms & Surveys
Integrate Clio with FileInviteIntegrate Clio with FileInvite
Clio
CRM (Customer Relationship Management)
Integrate Outgrow with FileInviteIntegrate Outgrow with FileInvite
Outgrow
Forms & Surveys
Integrate PayFacile with FileInviteIntegrate PayFacile with FileInvite
PayFacile
Payment Processing
Integrate HubSpot with FileInviteIntegrate HubSpot with FileInvite
HubSpot
Marketing Automation
Integrate Cognito Forms with FileInviteIntegrate Cognito Forms with FileInvite
Cognito Forms
Forms & Surveys
Integrate ActiveCampaign with FileInviteIntegrate ActiveCampaign with FileInvite
ActiveCampaign
Marketing Automation
Integrate Mercury Connect with FileInviteIntegrate Mercury Connect with FileInvite
Mercury Connect
CRM (Customer Relationship Management)
Integrate Airtable with FileInviteIntegrate Airtable with FileInvite
Airtable
Databases
Integrate Formsite with FileInviteIntegrate Formsite with FileInvite
Formsite
Forms & Surveys
Integrate HubSpot with FileInviteIntegrate HubSpot with FileInvite
HubSpot
Marketing Automation
Integrate Cognito Forms with FileInviteIntegrate Cognito Forms with FileInvite
Cognito Forms
Forms & Surveys
Integrate ActiveCampaign with FileInviteIntegrate ActiveCampaign with FileInvite
ActiveCampaign
Marketing Automation
Integrate Mercury Connect with FileInviteIntegrate Mercury Connect with FileInvite
Mercury Connect
CRM (Customer Relationship Management)
Integrate Airtable with FileInviteIntegrate Airtable with FileInvite
Airtable
Databases
Integrate Formsite with FileInviteIntegrate Formsite with FileInvite
Formsite
Forms & Surveys
Integrate Clio with FileInviteIntegrate Clio with FileInvite
Clio
CRM (Customer Relationship Management)
Integrate Outgrow with FileInviteIntegrate Outgrow with FileInvite
Outgrow
Forms & Surveys
Integrate PayFacile with FileInviteIntegrate PayFacile with FileInvite
PayFacile
Payment Processing

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Launch your first automated workflow

  • Create FileInvite contact persons from new Pipedrive persons

    • Pipedrive logo
    • FileInvite logo
    Pipedrive + FileInvite
  • Add new Google Contacts to FileInvite

    • Google Contacts logo
    • FileInvite logo
    Google Contacts + FileInvite
  • Add new Xero contacts to FileInvite

    Premium
    Details
    • Xero logo
    • FileInvite logo
    Xero + FileInvite
  • Add new OnePageCRM contacts to FileInvite

    • OnePageCRM logo
    • FileInvite logo
    OnePageCRM + FileInvite
  • Add new Pipeline CRM persons to FileInvite

    • Pipeline CRM logo
    • FileInvite logo
    Pipeline CRM + FileInvite
  • Send a FileInvite invite when a deal in Pipedrive reaches a pipeline stage

    • Pipedrive logo
    • FileInvite logo
    Pipedrive + FileInvite
  • Create FileInvite contact persons from new Pipedrive persons

    • Pipedrive logo
    • FileInvite logo
    Pipedrive + FileInvite
  • Add new Google Contacts to FileInvite

    • Google Contacts logo
    • FileInvite logo
    Google Contacts + FileInvite
  • Add new Xero contacts to FileInvite

    Premium
    Details
    • Xero logo
    • FileInvite logo
    Xero + FileInvite
  • Add new OnePageCRM contacts to FileInvite

    • OnePageCRM logo
    • FileInvite logo
    OnePageCRM + FileInvite
  • Add new Pipeline CRM persons to FileInvite

    • Pipeline CRM logo
    • FileInvite logo
    Pipeline CRM + FileInvite
  • Send a FileInvite invite when a deal in Pipedrive reaches a pipeline stage

    • Pipedrive logo
    • FileInvite logo
    Pipedrive + FileInvite
  • Send a FileInvite invite when a Pipeline CRM deal moves

    • Pipeline CRM logo
    • FileInvite logo
    Pipeline CRM + FileInvite
  • Send a FileInvite invite for OnePageCRM next actions

    • OnePageCRM logo
    • FileInvite logo
    OnePageCRM + FileInvite
  • Create FileInvite people from new Salesforce contacts

    Premium
    Details
    • Salesforce logo
    • FileInvite logo
    Salesforce + FileInvite
  • Add new Zoho CRM contacts to FileInvite as persons

    Premium
    Details
    • Zoho CRM logo
    • FileInvite logo
    Zoho CRM + FileInvite
  • Create people in FileInvite from new Typeform entries

    • Typeform logo
    • FileInvite logo
    Typeform + FileInvite
  • Create new FileInvite people from Gravity Forms submissions

    • Gravity Forms logo
    • FileInvite logo
    Gravity Forms + FileInvite
    • Send a FileInvite invite when a Pipeline CRM deal moves

      • Pipeline CRM logo
      • FileInvite logo
      Pipeline CRM + FileInvite
    • Send a FileInvite invite for OnePageCRM next actions

      • OnePageCRM logo
      • FileInvite logo
      OnePageCRM + FileInvite
    • Create FileInvite people from new Salesforce contacts

      Premium
      Details
      • Salesforce logo
      • FileInvite logo
      Salesforce + FileInvite
    • Add new Zoho CRM contacts to FileInvite as persons

      Premium
      Details
      • Zoho CRM logo
      • FileInvite logo
      Zoho CRM + FileInvite
    • Create people in FileInvite from new Typeform entries

      • Typeform logo
      • FileInvite logo
      Typeform + FileInvite
    • Create new FileInvite people from Gravity Forms submissions

      • Gravity Forms logo
      • FileInvite logo
      Gravity Forms + FileInvite

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • FileInvite triggers, actions, and search
      New Person

      Triggers when a new person is created.

      Trigger
      Instant
      Try It
      • First Name
        Required
      • Last Name
        Required
      • Email Address
        Required
      • Phone
      • Address 1
      • Address 2
      • City
      • State
      • Country
      • Zip Code
      Action
      Write

    For builders

    Let your AI safely access FileInvite

    Go beyond Zap workflows. Install Zapier in your AI to call FileInvite actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

    No code

    Call actions in natural language with Zapier MCP

    Act in FileInvite from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

    Example actions on this page

    • Create Person
    • Create Invite

    Works with

    Claude · ChatGPT · Cursor · Any MCP-compatible AI

    Install Zapier MCP
    Code

    Work in code with the Zapier SDK

    Expose FileInvite actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

    Install

    npm install @zapier/zapier-sdk
    npm install -D @zapier/zapier-sdk-cli
    zapier-sdk login
    # create a FileInvite connection @ https://zapier.com/es/app/assets/connections

    Run an action

    // Typescript
    import { createZapierSdk } from "@zapier/zapier-sdk";
    
    const zapier = createZapierSdk();
    
    const { data: connection } = await zapier.findFirstConnection({ app: "fileinvite", owner: "me" });
    
    await zapier.runAction({
      app: 'fileinvite',
      action: 'create_contact',
      connection: connection.id,
      input: {
        {inputKeyValuePairs}
      },
    });
    Open the SDK docs

    Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

    FileInvite Help & Support

    Common questions

    fileinvite logo
    About FileInvite
    FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.
    Related categories

    Popular FileInvite Integrations

    • HubSpot
    • Cognito Forms
    • ActiveCampaign
    • Mercury Connect
    • Airtable