Pipeline CRM integration with FileInvite
How to Add new Pipeline CRM persons to FileInvite
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Pipeline CRM persons to FileInvite" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate FileInvite integrations
FileInvite actions
Nekton can use any feature that is available in FileInvite API.
Using our advanced AI, you can easily create custom automations for FileInvite.
Here are some typical actions you can do in your automated workflows.
Create Person
Creates a new person.
Create Invite
Creates a new invite for an existing person.
New Person
Triggers when a new person is created.
New Invite
Triggers when a new FileInvite is created/sent.
About FileInvite
FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.