FileInvite and Veeva CRM integrations and automations

Seamlessly connect FileInvite and Veeva CRM. 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

Veeva CRM
  • Object created
    Object created in Veeva CRM
  • Daily object review
    Daily Object review in Veeva CRM
  • Object created/updated
    Object created/updated in Veeva CRM

    • 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

Veeva CRM
  • Custom action
    Custom action in Veeva CRM (Custom)
  • Create object
    Create object in Veeva CRM
  • Get related objects Batch
    Get related object list in Veeva CRM
  • Search objects Batch
    Search for objects in Veeva CRM
  • Update object
    Update object in Veeva CRM

    • Any other action you can think up

One platform

  • Power
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  • Speed
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