API &
Integrations

Use our powerful API suite and native integrations to connect to your systems and supercharge your workflow

FileInvite rated 4.75

HubSpot Video

FileInvite integrates with your existing tools

Sync returned files with Google Drive, Dropbox, OneDrive, Box & more. And use API or Zapier to send returned form data to your desired destinations.

Cloud
DIRECT INTEGRATION

Sync your cloud storage services

Connect your cloud storage services like Dropbox, Onedrive, Google Drive, Box, and more via our native integrations.

Instantly have files converted, renamed, and pushed to your cloud storage in tidy folders.

ADVANCED WORKFLOWS

Natively connect to data providers

Use our native integrations with various data providers, like Illion bankstatements, to request timely client data with ease.

Supercharge your document workflows and save hours for you and your clients.

DB_2
Cogs-1
CUSTOMIZED SETUP

Build your own workflow

Click and connect in seconds using our pre-built Zapier triggers and workflows, or build your own Zaps.

Seamlessly integrate FileInvite with your CRM or LOS using our fully featured enterprise-grade API, with full security features.

RESOURCES

API, Zapier and Other Integration Resources

Discover more powerful features

Power up your workflow with easy-to-use automation.

CLIENT PORTAL

Impress your clients and your colleagues

Request all the files you need from your clients in one system. Your clients are then guided through an intuitive portal experience and followed up with friendly reminders as your due date approaches. 

 

Read more

DIGITAL SIGNATURES

Make contracts a breeze

Easily request single or multiple-party signatures on contracts, agreements, and applications. FileInvite was named a 2021 emerging favorite in Gartner's Capterra Digital Signature category.

 

Read more

DOCUMENT GENERATION

Automate your information requests

Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal. 

 

Read more

ADMIN DASHBOARD

Get visibility across your workflow

Request, review, approve and manage documents in one dashboard. Staff can do this at an individual level, and managers can have a team view.

 

Read more

FILEINVITE

Trusted by thousands of happy customers

"The amount of time that an employee is required to spend on a case has been reduced by more than eight times."

“Sending reminder emails, sifting through attachments, and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients.”

“Sometimes there is an opportunity to work smarter rather than harder. FileInvite has delivered massive efficiency gains for us. It’s been a huge time saving that we never would have been able to achieve without it."

fundera-logo-transparent
1200px-Kiwibank_Logo.svg
aussie_logo_rev
first-home-bank-square-logo
loan-market-logo-2711982945d7221
nectar-logo

Delight your clients with the FileInvite experience