Connect FileInvite to Filevine 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
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Choose a Trigger
Start here
Start here
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 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
- EventRequired
- Load additional data?
Try It- FirstNameRequired
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
- New Invite
Triggers when a new FileInvite is created/sent.
Try It - Fileinvite TemplateRequired
- Contact EmailRequired
- Due Date OffsetRequired
- Invite StatusRequired
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- ProjectRequired
- Project TypeRequired
Related categories
Related categories