FileInvite + Redtail CRM

Create FileInvite invites for new Redtail CRM contacts

Effortlessly streamline your client onboarding process with this Redtail CRM and FileInvite automation. When a new contact is created in Redtail CRM, it will trigger an invite to be sent in FileInvite, making it easy for your clients to provide all required documents. Save time, streamline your workflow, and ensure a consistent client experience with this handy integration.

Effortlessly streamline your client onboarding process with this Redtail CRM and FileInvite automation. When a new contact is created in Redtail CRM, it will trigger an invite to be sent in FileInvite, making it easy for your clients to provide all required documents. Save time, streamline your workflow, and ensure a consistent client experience with this handy integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    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

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
redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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