Pipefile Integrations

Name: Zapier
Availability: InStock

Put Pipefile to work with AI and enterprise-grade automation

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

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Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Or pick an app to pair with

Keap

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Dropbox

File Management & Storage

Airtable

Databases

Google Sheets

Google, Spreadsheets

Dubsado

CRM (Customer Relationship Management)

ClickUp

Project Management

Docketwise

Forms & Surveys

Zoho CRM

CRM (Customer Relationship Management), Zoho

Keap

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Dropbox

File Management & Storage

Airtable

Databases

Google Sheets

Google, Spreadsheets

Dubsado

CRM (Customer Relationship Management)

Keap

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Dropbox

File Management & Storage

Airtable

Databases

Google Sheets

Google, Spreadsheets

Dubsado

CRM (Customer Relationship Management)

ClickUp

Project Management

Docketwise

Forms & Surveys

Zoho CRM

CRM (Customer Relationship Management), Zoho

Top companies trust Zapier to automate work and free up time

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Add new contacts in Clio Contact to Pipefile
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Clio + Pipefile
Send Slack messages when new file requests are completed in Pipefile
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Pipefile + Slack
Manage new Clio matters by creating contacts in Pipefile effortlessly
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Clio + Pipefile
Add new Google Contacts to Pipefile
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Google Contacts + Pipefile
Add new contacts in Outlook to Pipefile
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Microsoft Outlook + Pipefile
Create contacts in Pipefile for new Docketwise contacts
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Docketwise + Pipefile

Add new contacts in Clio Contact to Pipefile

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Clio + Pipefile

Send Slack messages when new file requests are completed in Pipefile

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Pipefile + Slack

Manage new Clio matters by creating contacts in Pipefile effortlessly

Details

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Clio + Pipefile

Add new Google Contacts to Pipefile

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Google Contacts + Pipefile

Add new contacts in Outlook to Pipefile

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Microsoft Outlook + Pipefile

Create contacts in Pipefile for new Docketwise contacts

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Docketwise + Pipefile

Create new Smokeball tasks from exported Pipefile requests

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Pipefile + Smokeball

Create new HubSpot tickets from responded Pipefile requests

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Pipefile + HubSpot

Create new Pipefile contacts from newly created Calendly invitees

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Calendly + Pipefile

Create new Pipefile contacts from newly created HoneyBook clients

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HoneyBook + Pipefile

Send channel messages in Slack for new responded file requests in Pipefile

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Pipefile + Slack

Update Pipefile requests when DocuSign envelope statuses change

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Docusign + Pipefile

Create new Smokeball tasks from exported Pipefile requests
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Pipefile + Smokeball
Create new HubSpot tickets from responded Pipefile requests
Details
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Pipefile + HubSpot
Create new Pipefile contacts from newly created Calendly invitees
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Calendly + Pipefile
Create new Pipefile contacts from newly created HoneyBook clients
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HoneyBook + Pipefile
Send channel messages in Slack for new responded file requests in Pipefile
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Pipefile + Slack
Update Pipefile requests when DocuSign envelope statuses change
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Docusign + Pipefile

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.

File Request Completed
Triggers when a file request is marked complete.
Trigger
Instant
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File Request Expired
Triggers when a file request expires.
Trigger
Instant
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File Request - File Uploaded
Triggers when a client uploads a file to a request.
Trigger
Instant
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File Request Reminder Sent
Triggers when a file request reminder is sent.
Trigger
Instant
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- Name
  Required
- Email
  Required
- Phone Number
Action
Write

- Search
Action
Search

File Request Created
Triggers when a file request is created.
Trigger
Instant
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File Request Exported
Triggers when a file request is exported.
Trigger
Instant
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File Request Opened
Triggers when a file request link has been opened by one of the recipients
Trigger
Instant
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File Request Responded
Triggers when a file request changes to the responded status, either when a client completes the checklist or uploads a document to an open-ended request.
Trigger
Instant
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- Recipient Name
  Required
- Recipient Email
  Required
- Recipient Phone Number
- Tags
Action
Write

Pipefile Help & Support

Common questions

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What Should I Do in Zapier If I Change an App Account Password

About Pipefile

Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving

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Related categories

Content & Files

Pipefile Integrations

Put Pipefile to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Add new contacts in Clio Contact to Pipefile

Send Slack messages when new file requests are completed in Pipefile