Birdview PSA and Filevine integrations and automations

Seamlessly connect Birdview PSA and Filevine. 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

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Build Powerful Workflows, fast

Triggers

When this happens…

Birdview PSA
  • New or updated project
    New or updated project in Birdview PSA

    • Any other trigger you can think up

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

    • Any other trigger you can think up

Actions

Do this…

Birdview PSA
  • Create activity
    Create activity in Birdview PSA
  • Create project
    Create project in Birdview PSA
  • Create timelog
    Create time log in Birdview PSA
  • Create user
    Create a user in Birdview PSA
  • Custom action
    Custom action in Birdview PSA
  • Delete user
    Deletes a user in Birdview PSA
  • Get activities by project ID
    Get all project activities by Project ID in Birdview PSA
  • Get activities by task ID
    Get project activities by ID in Birdview PSA
  • Get members by project ID
    Get members by Project ID in Birdview PSA
  • Get project by ID
    Get project by project ID in Birdview PSA
  • Get timelogs by ID
    Get time logs by ID in Birdview PSA
  • Get user by ID
    Get a user by ID in Birdview PSA
  • List activities
    List all activities in Birdview PSA
  • List projects
    List all projects in Birdview PSA
  • List timelogs
    List all time logs in Birdview PSA
  • List users
    List all users in Birdview PSA
  • Update project
    Update project in Birdview PSA
  • Update user
    Update user in Birdview PSA

    • Any other action you can think up

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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