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…
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
Hello Sign
- Add user access to templateAdd user access to template in HelloSign.
- Add user to teamInvite a user to your team in HelloSign.
- Cancel signature requestCancel an incomplete signature request in HelloSign.
- Create recordCreate record in HelloSign
- Custom actionCustom action in HelloSign
- Delete recordDelete record in HelloSign
- Get record detailsGet specific details of record in HelloSign
- Remove signature request accessRemove signature request access in HelloSign.
- Remove user access to templateRemove user access to template in HelloSign.
- Remove user to teamRemove a user from team in HelloSign.
- Search recordsSearch for records in HelloSign
- Send signature requestSend a signature request with the submitted documents in HelloSign.
- Send signature request reminderSend a signature request reminder in HelloSign.
- Send signature request with templateSend a signature request based off a template in HelloSign.
- Update recordUpdate record in HelloSign
Any other action you can think up
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