Connect ClinchPad to FileInvite and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
Zapier makes it easy to integrate ClinchPad with FileInvite - no code necessary. See how you can get setup in minutes.
Connect ClinchPad and FileInvite to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
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.
- New Lead
Triggers when a new lead is added.
Try It - New Person
Triggers when a new person is created.
Try It - First NameRequired
- Last NameRequired
- Email AddressRequired
- Phone
- Address 1
- Address 2
- City
- State
- Country
- Zip Code
- Lead NameRequired
- StageRequired
- Size
- Assign To
- Contact Name
- Contact Designation
- Contact Email
- Contact Phone
- Contact Address
- Contact Organization
- Product Name
- Source Name
- Zone Name
- Note
- New Invite
Triggers when a new FileInvite is created/sent.
Try It - Fileinvite TemplateRequired
- Contact Email
- Due Date OffsetRequired
- Invite StatusRequired
Related categories
Related categories