FileInvite and Salesflare
How to connect FileInvite
- Via Zapier — 4 operations available. Set it up ↗
What you can automate
- When new Person in FileInvite, find or create contact in Salesflare.
- When new Invite in FileInvite, create meeting, then create call in Salesflare.
About FileInvite
FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.
FileInvite operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Invite — Triggers when a new FileInvite is created/sent.
- New Person — Triggers when a new person is created.
Actions (2)
Things Salesflare can make it do
- Create Invite — Creates a new invite for an existing person.
- Create Person — Creates a new person.
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