Integración con FileInvite

Descripción general

Automate your document collection process by connecting FileInvite with your Salescaling workflows.

Cómo funciona

• When a new deal is created in Salescaling, automatically send a FileInvite to the client to request necessary documents.
• Keep track of all your client documents within your sales pipeline.
• Save time and eliminate the hassle of chasing clients for files.