BlackLine and Filevine integration | Workato

Market leaders run on Workato

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…

BlackLine

Import account assignments
Import account assignments in BlackLine
Import account balances
Import account balances in BlackLine
Import account group mappings
Import account group mappings in BlackLine
Import account group settings
Import account group settings in BlackLine
Import account settings
Import account settings in BlackLine
Import bank balances
Import bank balances in BlackLine
Import budgets
Import budgets in BlackLine
Import CIM mappings
Import CIM mappings in BlackLine
Import currency rates
Import currency rates in BlackLine
Import entities
Import entities in BlackLine
Import entity types
Import entity types in BlackLine
Import item detail
Import item detail in BlackLine
Import multi-currency balances
Import multi-currency balances in BlackLine
Import subledger balances
Import subledger balances in BlackLine
Import task dependencies
Import task dependencies in BlackLine
Import task description
Import task description in BlackLine
Import tasks
Import tasks in BlackLine
Import tasks auto-certify completion
Import tasks auto-certify completion in BlackLine
Import team types
Import team types in BlackLine
Import teams
Import teams in BlackLine
Import user entities
Import user entities in BlackLine
Import user roles
Import user roles in BlackLine
Import user team assignments
Import user team assignments in BlackLine
Import users
Import users in BlackLine
Import variance group mapping
Import variance group mapping in BlackLine
Import variance group settings
Import variance group settings in BlackLine
Import variance rules
Import variance rules in BlackLine
Import variance settings
Import variance settings in BlackLine

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

One platform

Power
Agility
Speed
Innovation