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Pipefile Integrations

Content & Files

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Keap

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Airtable

monday.com

Project Management

Dropbox

File Management & Storage

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

Google Drive

File Management & Storage, Google

Dubsado

CRM (Customer Relationship Management)

Keap

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Airtable

monday.com

Project Management

Dropbox

File Management & Storage

Google Sheets

Google, Spreadsheets

Keap

CRM (Customer Relationship Management)

Clio

CRM (Customer Relationship Management)

Airtable

monday.com

Project Management

Dropbox

File Management & Storage

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

Google Drive

File Management & Storage, Google

Dubsado

CRM (Customer Relationship Management)

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Quickly automate Pipefile integrations with Zapier's templates

Add new contacts in Clio Contact to Pipefile
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Clio + Pipefile
Manage new Clio matters by creating contacts in Pipefile effortlessly
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Clio + Pipefile
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

Create new Smokeball tasks from exported Pipefile requests
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Pipefile + Smokeball

Add new contacts in Clio Contact to Pipefile

Clio + Pipefile

Manage new Clio matters by creating contacts in Pipefile effortlessly

Clio + Pipefile

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

Create new Smokeball tasks from exported Pipefile requests

Pipefile + Smokeball

Supported triggers and actions

What does this mean?

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 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

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 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

About Pipefile

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

Related categories

Content & Files