FileInvite + Pipeline CRM

Send a FileInvite invite when a Pipeline CRM deal moves

When a deal moves in Pipeline CRM you often need to send a FileInvite invite requesting more documents. Zapier can automate this task. Set up this Zap, then every time a deal moves in Pipeline CRM a new FileInvite invite will be sent based on the file template you choose.

When a deal moves in Pipeline CRM you often need to send a FileInvite invite requesting more documents. Zapier can automate this task. Set up this Zap, then every time a deal moves in Pipeline CRM a new FileInvite invite will be sent based on the file template you choose.

  1. When this happens...
    Pipeline CRMPipeline CRM
    Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

    TriggerInstant
  2. automatically do this!
    FileInviteFileInvite
    Create Invite

    Creates a new invite for an existing person.

    ActionWrite
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Supported triggers and actions

    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
    • Person ID

    • Category

    • Deal ID

    • Company ID

    • Content

    • User ID

    • File URL

    Action
    Write
    • NameRequired

    • Description

    • All Day?

    • Due Date

    • Association Type

    • Association ID

    • Category

    • Owner ID

    Action
    Write
fileinvite logo
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

  • Documents
pipelinedeals logo
pipelinedeals logo

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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