Your workflow, powered by FileInvite.
Implement powerful integrations fast, or build on FileInvite's easy-to-use robust API
Reduce cross-platforming Save your staff hours each week No IT projects required
Connect FileInvite to your existing CRM workflows
FileInvite's Connected Workflow Integrations allow you to initiate document requests, send messages, and manage workflows directly from Salesforce, Hubspot, and other CRM platforms.
Send an Invite via your CRM: Lenders can request documents directly from their CRM platform, with options to trigger requests automatically when deal stages change.
Direct messaging via your CRM: Send and receive messages via the FileInvite borrower portal from within your CRM, maintaining a complete conversation history in one place.
A plug-and-play solution: Our Connected Workflow Integrations are not an IT project, they are low-code solutions implemented by our own teams to speed up delivery and reduce costs and change management.
Automatically convert, rename and sync to the cloud
FileInvite integrates out-of-the-box with cloud storage solutions, including SharePoint, OneDrive, Box and Google Drive, to eliminate manual handling of borrower documents.
Auto-conversion and renaming: FileInvite automatically converts all uploaded files to PDF format, and can dynamically rename them to suit your preferred file name conventions.
Auto-sync to the cloud: FileInvite securely syncs files to the cloud immediately upon submission, organized into folders for ease of navigation.
Build bespoke integrations with the FileInvite API
Unlock a deeper level of integration with FileInvite's enterprise-grade API.
Reduce cross-platforming: Integrate FileInvite with your core, LOS, or your own internal systems to streamline workflows across multiple applications.
Out-of-the-box integrations
Illion Bankstatements
Link BankStatements with FileInvite to automatically and securely retrieve your clients’ bank statement data.
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OneDrive for Business
Link your OneDrive Business account with FileInvite so all your work files are saved on, and can be accessed from, the Cloud by members of your business.
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Zapier
Use our Zapier integration to connect your FileInvite account with an app not listed below.
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Dropbox
Link your Dropbox account with FileInvite to save and access your files from the Cloud.
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Fortiro Protect
Fortiro Protect uses advanced analysis methods and document blacklisting to ensure your client documents are real, not fraudulent.
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Google Drive
Link your Google Drive account with FileInvite to automatically sync returned files to your existing cloud storage.
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Box
Link your Box account with FileInvite to save and access all your files from the Cloud.
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CashDeck
Link your CashDeck account with FileInvite to automatically and securely retrieve your clients’ bank statement data.
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OneDrive
Link your OneDrive account with FileInvite to save and access your files from the Cloud.
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Something Missing?
If you have questions about the integrations listed on this page, or don't see a specific integration, reach out to our team for answers.
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API & Integrations
How to integrate FileInvite with your existing systems via Zapier or custom API
Want to connect FileInvite with an app outside of the currently supported integrations? We recommend using Zapier, a simple service for making your own custom app connections.