EIDO and Filevine integrations and automations

Seamlessly connect EIDO 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…

EIDO
  • New Patient
    New pateint in EIDO

    • 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…

EIDO
  • Get document
    Get document in EIDO
  • Get all documents a for patient
    Get all documents a for patient in EIDO
  • Get all licenced procedures
    Get all licenced procedures in EIDO
  • Get the session information
    Get the session information in EIDO
  • Get the session reports
    Get the session reports in EIDO
  • Get Patient List
    Get Patient List in EIDO
  • Get Patient
    Get Patient in EIDO
  • Get all procedures
    Get all procedures in EIDO
  • Get all sessions for a patient
    Get all sessions for a patient in EIDO
  • Get all patient settings
    Get all patient settings in EIDO
  • Get all session settings
    Get all session settings in EIDO
  • Send an Article to a Patient
    Send an Article to a Patient in EIDO
  • Create a Patient
    Create a Patient in EIDO
  • Search for a Patient
    Search for a Patient in EIDO
  • Update Patient Details
    Update Patient Details in EIDO

    • 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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