Filevine and IFS integrations and automations

Seamlessly connect Filevine and IFS. 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

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

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

IFS
  • New/updated record
    New/updated record in IFS
  • New/updated record (Batch)
    New/updated record via OpenAPI (Batch)

    • Any other trigger you can think up

Actions

Do this…

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

IFS
  • Create record
    Create record in IFS
  • Custom action
    Custom action in IFS Cloud
  • Delete record
    Delete record from IFS
  • Get record details by ID
    Get record details by ID from IFS
  • Search records
    Search records in IFS
  • Update record
    Update record in IFS

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation