Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
Filevine
- New/Updated object Real-timeNew/Updated object in Filevine
Any other trigger you can think up
Actions
Do this…
Crossbeam
- Get partnersGet your partners in Crossbeam
- Get report dataGet report data in Crossbeam from one of your reports
- Get reportsGet your reports in Crossbeam
- Search partner records by record type and IDSearches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
- Search record by domainSearch your record data in Crossbeam with a matching domain
- Search record by emailSearch your record data in Crossbeam for a record with a matching email
- Search record by IDSearches your record data in Crossbeam with a matching ID
Any other action you can think up
Filevine
- Custom actionCustom action in Filevine (Custom)
- Batch document download BatchBatch document download in Filevine
- Batch document upload BatchBatch document upload in Filevine
- Batch document upload confirmationBatch document upload confirmation in Filevine
- Check batch limitCheck if batch is within limit in Filevine
- Create recordCreate in Filevine
- Archive/Delete recordDelete in Filevine
- Get record details by IDGet details of specific in Filevine
- List recordsList in Filevine
- Lock documentLock a document in Filevine
- Search recordsSearch in Filevine
- Unlock documentUnlock a document in Filevine
- Update recordUpdate in Filevine
- Update project clients BulkUpdate Project clients in Filevine
Any other action you can think up
One platform
Power
Agility
Speed
Innovation