Want to connect FileInvite with an app outside of the currently supported integrations? We recommend using Zapier, a simple service for making your own custom app connections.
🔒Note: Integration with Zapier is available on the Pro and Multi plans. Find out more about the different FileInvite plans.
In this guide:
Activate the Zapier Integration
Add FileInvite to your Zapier account
Create 'Zaps'
Activate the Zapier Integration
1. In the FileInvite app, go to Settings > Integrations
2. Under the Zapier integration, click Settings
3. On the Zapier Integration page, under Authentication Settings, click the Generate a password link
Keep this information handy as it will identify your unique FileInvite account in Zapier:
API Key
Account ID
User ID
Add FileInvite to your Zapier account
️These steps will require you to sign in to your Zapier account.
If you don't already have an account, you can create one here.
1. In the Zapier Home Page, go to My Apps and click on Connect a new account.
2. Under Connected Accounts, search for FileInvite and select it from the dropdown menu
3. In the window that opens, enter your unique API Key, Account ID and User ID from the previous steps
Click Yes, Continue
4. Your FileInvite account is now connected!
Click Test to verify the connection is successful.
Create 'Zaps'
A Zap is a connection between FileInvite and another app. When a trigger event happens in one app, Zapier will automatically make the action event happen in the other app.
For example:
When a contact is created in your Xero account, they are automatically added to your FileInvite Contacts.
🎉Enjoy the power of linking to major apps with a Zap 🎉
😓 Getting stuck? Let us help you in the chat bubble 😎