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

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