FileInvite and Revel Systems integrations and automations

Seamlessly connect FileInvite and Revel Systems. 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…

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

    • Any other trigger you can think up

Revel Systems
  • New customer
    New customer in Revel Systems
  • New purchase order
    New purchase order in Revel Systems
  • New sales
    New sales in Revel Systems
  • New time sheet entry
    New time sheet entry in Revel Systems
  • New/updated customer
    New/updated customer in Revel Systems
  • New/updated sales
    New/updated sales in Revel Systems

    • Any other trigger you can think up

Actions

Do this…

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

Revel Systems
  • Custom action
    Custom action in Revel Systems (Custom)
  • Create customer
    Create customer in Revel Systems
  • Create employee
    Create employee in Revel Systems
  • Get customer by ID
    Get customer by ID in Revel Systems
  • Update customer
    Update customer in Revel Systems
  • Update employee
    Update employee in Revel Systems
  • Update product
    Update product in Revel Systems

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation