File and Document Management
File Invite
23 min
file invite streamlines the process of requesting, collecting, and managing documents securely integrating file invite with make com automates document workflows, saving time and reducing manual follow ups for businesses file invite is published by community users and is developed, supported and maintained by community make does not maintain the application to get support on file invite, reach out to the developer https //f make com/r/w4eaar?app name=file%20invite\&app slug=file invite community requirements to use the file invite service api, you need an active file invite account sign up here app installation start by installing the app from the integration page here click the install button and follow the on screen instructions to complete the setup connect file invite and {{product name}} to get started, you must first create a connection between file invite and {{product name}} , allowing the two services to communicate you can connect using the following methods api key api key instructions you need to obtain your api key from your fileinvite account settings login to your fileinvite platform using your credentials navigate to the account settings or api section locate the api key section generate a new api key if one does not already exist copy the generated api key the key is typically labeled as api key store your api key securely, as you will use it to authenticate api requests file invite modules after connecting to the file invite app, you can choose from a list of available modules to build your {{scenario plural lowercase}} actions modules append a requests to invite this module lets you add requests from existing templates directly into an invite, as long as the invite is still open if the invite has already been closed, you won't be able to load requests into it close a invite easily close an invite for a specific contact or for everyone involved, bringing the request process to a smooth finish collate documents under each request this module gathers all the files returned from a request and combines them into a single, organized document for you create a contact adds a new contact to your fileinvite account, letting you easily manage and communicate with them through the platform create a group this module lets you set up a brand new group, making it easy to organize users or resources just the way you need create a user this module lets you add a brand new user to your fileinvite account, giving them access to your team’s workspace please note, adding users may result in extra charges depending on your subscription delete a contact removes a contact you select from your account delete a group this module lets you permanently remove a specific group from your account just choose the group you want to delete, and it will be erased from your list delete a invite this module permanently removes a specific invite from your account, helping you keep your invites organized and up to date delete a user let another user on your account take over by transferring all invites and contacts from one user to the new user this helps keep everything organized and ensures a smooth handover of responsibilities get a contact get detailed information about a specific contact by providing their unique contact id get a group get detailed information about a specific group by providing its unique group id get a invite this module lets you fetch detailed information about a particular invite, so you can easily access all the specifics related to that invitation get a request this module lets you fetch detailed information about a particular request, so you can easily review all the specifics for that individual request get a user get detailed information about a particular user, including their profile and account details resend a invite you can use this module to resend an invite, either to just one specific contact or to all contacts linked to the invite this is helpful if someone missed the original invite or needs a reminder update a contact this module lets you update the details of an existing contact, making it easy to keep your contact information accurate and up to date update a group this module lets you update the details of an existing group, such as its name or members searches modules get all signed forms this module lets you retrieve a list of all forms that have been signed and returned for a specific request get returns associated with a request this module lets you retrieve all the returns that are linked to a specific request it's a helpful way to see which returns have been submitted for that particular request list all contacts get a list of all your contacts, organized in pages so you can easily browse through them list all groups get a paginated list of every group in your account, making it easy to browse and manage all your groups list all invites this module lets you get detailed information about a particular invite, so you can easily view all the details associated with that specific request list all requests this module lets you see all the individual requests that are part of a specific invite it helps you quickly find and review everything that's been asked for within that invite list all users this module lets you pull up a list of all users in your account, displaying them page by page so you can easily browse through everyone without missing a detail triggers modules watch events the watch events module keeps an eye on your fileinvite account and instantly notifies you whenever new activities or changes happen, like when an invite is created, updated, or completed this helps you stay up to date with all important events in real time universals modules make an api call this module lets you make a custom, authorized api request to fileinvite, so you can interact with any supported endpoint and perform specific actions that aren’t covered by the standard modules templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} file invite resources you can have access to more resources related to this app on the following links file invite topics on make community file invite website file invite documentation file invite api documentation file invite page on make explore how make can help you join the academy learn make at your own pace with hands on courses that build practical skills learn the basics get to know make, how automation works, and the meaning of apis get the support from make comunity connect with other makers, get community tips and tricks reach out to customer care log in to your account and reach out to our agents explore developer resources get to know make api, custom apps and our mcp server explore our blog discover how make helps customers like you