Circa and FileInvite integrations and automations

Seamlessly connect Circa 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

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Circa
  • New record
    New record in Circa
  • New/updated record
    New/updated record in Circa

    • 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…

Circa
  • Create record
    Create record in Circa
  • Delete record
    Delete record in Circa
  • Get record by ID
    Get record by ID in Circa
  • Search records
    Search records in Circa
  • Update record
    Update record in Circa

    • 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

One platform

  • Power
  • Agility
  • Speed
  • Innovation