Deal Cloud and FileInvite integrations and automations

Seamlessly connect Deal Cloud and FileInvite. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

Triggers

When this happens…

Deal Cloud
  • New/updated record Batch
    New or updated record in DealCloud (Batch)

    • Any other trigger you can think up

FileInvite
  • New or updated event
    New or updated event in FileInvite

    • Any other trigger you can think up

Actions

Do this…

Deal Cloud
  • Search records (Advanced)
    Search records (Advanced) in DealCloud
  • Create record
    Create record in DealCloud
  • Create record (Bulk)
    Create record in DealCloud (Bulk)
  • Custom action
    Custom action in DealCloud
  • Delete record
    Delete record in DealCloud
  • Get record details by ID
    Get record details by ID in DealCloud
  • Search records
    Search records in DealCloud
  • Update record
    Update record in DealCloud
  • Update record (Bulk)
    Update record in DealCloud (Bulk)

    • Any other action you can think up

FileInvite
  • Custom action
    Custom action in FileInvite (Custom)
  • Dispatch Follow Up
    Dispatch a follow-up for an invite request
  • Dispatch invite
    Send an invite using FileInvite
  • Extract liveform fields and values
    This endpoint extracts the liveform fields and values for a given request as key-value pairs
  • Fetch invite requests
    Retrieves all requests associated with an invite

    • Any other action you can think up

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