Pipefile and Salesflare
How to connect Pipefile
- Via Zapier — 11 operations available. Set it up ↗
About Pipefile
Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving
Pipefile operations on Zapier
Triggers (8)
Start a workflow when this happens
- File Request - File Uploaded — Triggers when a client uploads a file to a request.
- File Request Completed — Triggers when a file request is marked complete.
- File Request Created — Triggers when a file request is created.
- File Request Expired — Triggers when a file request expires.
- File Request Exported — Triggers when a file request is exported.
Show 3 more triggers
- File Request Opened — Triggers when a file request link has been opened by one of the recipients
- File Request Reminder Sent — Triggers when a file request reminder is sent.
- 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.
Actions (2)
Things Salesflare can make it do
- Create Contact — Add to contacts
- Send Request — Create and send a new request
Searches (1)
Look up existing records
- Search File Requests — Finds all file requests matching this search query (contact name, email, tags, etc).
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