Files & Documents
Automate your document collection and submission workflows with FileInvite. Send secure, branded client portals with customizable document and form requests, trigger reminders based on due dates, process e-signatures, convert files to PDFs, and sync completed submissions to cloud storage—all without writing a line of code.
Watch events.
Loads requests from templates into an invite. This cannot be done if the invite is closed.
Close an invite to a single contact or all contacts.
Return a collated document of all files returned on a request.
Creates a new contact.
Create a new group.
Creates a new user within FileInvite. Additional charges may be incurred.
Delete a specified contact.
Delete a specified group.
Deletes an invite from an account.
Provide another user on the account to transfer all invites and contacts from that user to the new user.
Retrieve details about a contact by passing a ID of the contact.
Retrieve details about a group by passing an ID of the group
Retrieve a specific invite.
Retrieve a specific request.
Retrieve details about a specific user.
Resend an invite to a single contact or all contacts
Update an existing contact.
Update an existing group.
Return a list of all signed forms returned on a request.
Get Returns associated with a request.
Retrieve a paginated list of all contacts.
Retrieve a paginated list of all groups.
Retrieve a specific invite.
Return all requests associated with an invite.
Retrieve a paginated list of all users.
Performs an arbitrary authorized API call.
Watch events.
Loads requests from templates into an invite. This cannot be done if the invite is closed.
Close an invite to a single contact or all contacts.
Return a collated document of all files returned on a request.
Creates a new contact.
Create a new group.
Creates a new user within FileInvite. Additional charges may be incurred.
Delete a specified contact.
Delete a specified group.
Deletes an invite from an account.
Provide another user on the account to transfer all invites and contacts from that user to the new user.
Retrieve details about a contact by passing a ID of the contact.
Retrieve details about a group by passing an ID of the group
Retrieve a specific invite.
Retrieve a specific request.
Retrieve details about a specific user.
Resend an invite to a single contact or all contacts
Update an existing contact.
Update an existing group.
Return a list of all signed forms returned on a request.
Get Returns associated with a request.
Retrieve a paginated list of all contacts.
Retrieve a paginated list of all groups.
Retrieve a specific invite.
Return all requests associated with an invite.
Retrieve a paginated list of all users.
Performs an arbitrary authorized API call.
Follow our step-by-step instructions to set up this integration within your Make.com environment.
If you do not already have a Make.com account, you can sign up for free and receive 10,000 complimentary operation credits.
Click the link below to create your account and start building automations right away
After completing your payment, you will receive an email from us containing your unique access code along with a link to install the app.
Please be sure to check your inbox as well as your spam or junk folder if you do not see the email within a few minutes.
To proceed, simply follow the installation link provided in the email to integrate the app into your Organization.
To install the application in your Make organization, please click the button below
To complete the configuration process, please follow these steps:
Watch the setup walkthrough
Click the button below to view the detailed guide on YouTube.
Enter all required credentials and configuration fields (if applicable)
Start using your newly installed app and automate your workflows with confidence
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