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Integrations

See how to setup Cloud Synchronisations & Add them to an Invite as well as various other Integrations like Zapier and Bankstatements

13 articles
Belzar Castillo avatarMichael Chang avatarNora Olano avatar
Written by Belzar Castillo, Michael Chang and Nora Olano

Sync Attachments to the Cloud

How to enable cloud synchronization for files that you send to your clients.
Belzar Castillo avatar
Written by Belzar Castillo. Updated over a week ago

Fortiro protect (Connecting and Using the integration) [AU & NZ]

Automatically scan documents for Fraud using Fortiro Protect
Michael Chang avatar
Written by Michael Chang. Updated over a week ago

Integrate your FileInvite with OneDrive Business

Link your OneDrive Business account so all your work files are saved and can be accessed from the cloud by members of your business
Michael Chang avatar
Written by Michael Chang. Updated over a week ago

Integrate FileInvite with CashDeck

Integrate with CashDeck to securely retrieve your clients' bank statement data.
Michael Chang avatar
Written by Michael Chang. Updated over a week ago

Integrate your FileInvite with XERO Workflow Max

Integrate with XERO Workflow Max to sync Company and Contact Information from Workflow Max to FileInvite.
Nora Olano avatar
Written by Nora Olano. Updated over a week ago

Integrate your FileInvite with BankStatements

Integrate with BankStatements to securely retrieve your clients' bank statement data.
Belzar Castillo avatar
Written by Belzar Castillo. Updated over a week ago

Connect FileInvite with any app using Zapier

Do more with FileInvite by connecting it to other apps you use via Zapier integration.
Belzar Castillo avatar
Written by Belzar Castillo. Updated over a week ago