Connect FileInvite to Ignition and automate any workflow
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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
- Proposal Accepted
Triggers when a proposal is accepted.
Try It - Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try It
- New Invite
Triggers when a new FileInvite is created/sent.
Try It - Fileinvite TemplateRequired
- Contact EmailRequired
- Due Date OffsetRequired
- Invite StatusRequired
- Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try It - Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try It