Integrations

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

13 articles in this collection
Written by Nora Olano, Ley Cangco, and Michael Chang

Sync Attachments to the Cloud

How to enable cloud synchronization for files that you send to your clients.

Written by Ley Cangco
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 Ley Cangco
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 Ley Cangco
Updated over a week ago

Cloud Integrations

Integrate your FileInvite with Google Drive

Link your Google Drive account so all your files are saved and can be accessed from the cloud.

Written by Ley Cangco
Updated over a week ago

Integrate your FileInvite with Dropbox

Connect to Dropbox for access and saving of files to the cloud.

Written by Michael Chang
Updated over a week ago

Integrate your FileInvite with OneDrive

Link your OneDrive account so all your files are saved and can be accessed from the cloud

Written by Michael Chang
Updated over a week ago

Integrate your FileInvite with Box

Link your Box account to save and access all your files from the cloud.

Written by Nora Olano
Updated over a week ago

Manage Cloud Sync for an existing Invite

How to turn on Cloud Sync for an Invite that has already been sent out to clients

Written by Michael Chang
Updated over a week ago

Manage Cloud Sync for a new Invite

How to get files syncing to your cloud for a new Invite, and how to change the cloud platform for users with multiple cloud accounts.

Written by Michael Chang
Updated over a week ago