Connect FileInvite to Redtail CRM and automate any workflow
Create your first workflow
Quickly connect FileInvite to Redtail CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate FileInvite with Redtail CRM - no code necessary. See how you can get setup in minutes.
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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
- Activity Created
Triggers when a new activity is created in your database.
Try It - Activity Updated
Triggers when an activity is updated in your database.
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- New Invite
Triggers when a new FileInvite is created/sent.
Try It - Fileinvite TemplateRequired
- Contact EmailRequired
- Due Date OffsetRequired
- Invite StatusRequired
- Activity Deleted
Triggers when an activity is deleted in your database.
Try It - Contact Created
Triggers when a new contact is created in your database.
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