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Pipefile Integrations

Content & Files

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Keap

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Airtable

Dropbox

File Management & Storage

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Google Drive

File Management & Storage, Google

Dubsado

CRM (Customer Relationship Management)

ClickUp

Project Management

Keap

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Airtable

Dropbox

File Management & Storage

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Keap

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Airtable

Dropbox

File Management & Storage

Pipedrive

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Google Drive

File Management & Storage, Google

Dubsado

CRM (Customer Relationship Management)

ClickUp

Project Management

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Quickly automate Pipefile integrations with Zapier's templates

Manage new Clio matters by creating contacts in Pipefile effortlessly
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Clio + Pipefile
Add new contacts in Clio Contact to Pipefile
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Clio + Pipefile
Send Slack messages when new file requests are completed in Pipefile
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Pipefile + Slack
Add new Google Contacts to Pipefile
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Google Contacts + Pipefile

Add new contacts in Outlook to Pipefile
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Microsoft Outlook + Pipefile

Create contacts in Pipefile for new Docketwise contacts
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Docketwise + Pipefile

Manage new Clio matters by creating contacts in Pipefile effortlessly

Clio + Pipefile

Add new contacts in Clio Contact to Pipefile

Clio + Pipefile

Send Slack messages when new file requests are completed in Pipefile

Pipefile + Slack

Add new Google Contacts to Pipefile

Google Contacts + Pipefile

Add new contacts in Outlook to Pipefile

Microsoft Outlook + Pipefile

Create contacts in Pipefile for new Docketwise contacts

Docketwise + Pipefile

Supported triggers and actions

File Request Completed
Triggers when a file request is marked complete.
Trigger
Instant
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File Request Expired
Triggers when a file request expires.
Trigger
Instant
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File Request - File Uploaded
Triggers when a client uploads a file to a request.
Trigger
Instant
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File Request Reminder Sent
Triggers when a file request reminder is sent.
Trigger
Instant
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- NameRequired
- EmailRequired
- Phone Number
Action
Write

- Search
Action
Search

File Request Created
Triggers when a file request is created.
Trigger
Instant
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File Request Exported
Triggers when a file request is exported.
Trigger
Instant
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File Request Opened
Triggers when a file request link has been opened by one of the recipients
Trigger
Instant
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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.
Trigger
Instant
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- Recipient NameRequired
- Recipient EmailRequired
- Recipient Phone Number
- Tags
Action
Write

About Pipefile

Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving

Related categories

Content & Files