Filevine integrations and automations

Seamlessly connect Filevine with other tools. Automate workflows, and boost efficiency with Workato.

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4.9

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2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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    • Build Powerful Workflows, fast

    Triggers

    When this happens…

    Filevine
    • New/Updated object Real-time
      New/Updated object in Filevine

      • Any other trigger you can think up

    Actions

    Do this…

    Filevine
    • Custom action
      Custom action in Filevine (Custom)
    • Batch document download Batch
      Batch document download in Filevine
    • Batch document upload Batch
      Batch document upload in Filevine
    • Batch document upload confirmation
      Batch document upload confirmation in Filevine
    • Check batch limit
      Check if batch is within limit in Filevine
    • Create record
      Create in Filevine
    • Archive/Delete record
      Delete in Filevine
    • Get record details by ID
      Get details of specific in Filevine
    • List records
      List in Filevine
    • Lock document
      Lock a document in Filevine
    • Search records
      Search in Filevine
    • Unlock document
      Unlock a document in Filevine
    • Update record
      Update in Filevine
    • Update project clients Bulk
      Update Project clients in Filevine

      • Any other action you can think up

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