File Invite Integration for Make

Connect File Invite with thousands of the other apps, with this Make integration, so you can automate your work and have more time for what matters most — no code required.

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✅ Official Make Community App

Unlock five rapid-fire automations harnessing the synergy of Make.com and FileInvite, streamlining the way you request, collect, and manage client documents through secure, automated workflows.

Discover five easy automations using Make.com and FileInvite to simplify client onboarding, reduce back-and-forth emails, and show others how automation can enhance document collection and compliance processes.

Searches

List all Contacts
List all Users
Get Returns Associated with a Request
List all Groups
List all Invites
List all Requests
Get all Signed Forms

Triggers:

Watch Events

Actions

Create a Contact
Delete a Contact
Delete a User
Get a Contact
Get a User
Update a Contact
Append a Requests to Invite
Close a Invite
Collate Documents Under each Request
Create a Group
Create a User
Delete a Group
Delete a Invite
Get a Group
Get a Invite
Get a Request
Resend a Invite
Update a Group

Universal

Make an API Call

Missing a module? Request it here

If you haven't yet created a make account, you can sign up for FREE and receive 10K operations credits.
Check Your Email. Once you Pay you'll receive an email from us containing your unique access code and a link to install the app. Please check your junk/spam folder if you don't see it in your inbox. Follow the link in the email to install the app in your Organization.
Create a Connection. After installing the app, navigate to your scenario and add the app module. You'll then be guided to create a connection using your app and access code from our email. That's it! You're all set to automate.
Need assistance with app installation? Don't hesitate to schedule a 1-1 setup service to kickstart your automation journey today.