Filevine and Intercom integrations and automations

Seamlessly connect Filevine and Intercom. 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

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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

Intercom
  • New company Real-time
    New company in Intercom
  • New contact
    New contact in Intercom
  • New conversation
    New conversation in Intercom
  • New user
    New user in Intercom
  • Updated contact
    Updated contact in Intercom
  • Updated conversation
    Updated conversation in Intercom
  • Updated user
    Updated user in Intercom

    • 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

Intercom
  • Custom action
    Custom action in Intercom (Custom)
  • Add conversation note
    Add conversation note in Intercom
  • Archive users Batch
    Archive users in Intercom
  • Get conversation by ID
    Get conversation by ID in Intercom
  • Reply to conversation as user
    Reply to a conversation in Intercom
  • Search conversations by user Batch
    Search conversations by user in Intercom
  • Search notes by user Batch
    Search notes by user in Intercom
  • Search segments by user Batch
    Search segments by user in Intercom
  • Search tags by user Batch
    Search tags by user in Intercom
  • Search user
    Search user in Intercom
  • Update user
    Update user in Intercom
  • Create/update users Batch
    Insert/update users in Intercom

    • Any other action you can think up

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