Filevine and Iterable integrations and automations

Seamlessly connect Filevine and Iterable. 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

Iterable
  • New event Real-time
    New System webhook event in Iterable
  • New workflow event Real-time
    New workflow event in Iterable

    • 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

Iterable
  • Add subscribers to a list
    Add Subscribers to a list in Iterable
  • Update records in bulk
    Bulk update records in Iterable
  • Upsert records in bulk
    Bulk upsert records in Iterable
  • Create record
    Create record in Iterable
  • Custom action
    Custom action in Iterable
  • Delete record
    Delete record in Iterable
  • Export data
    Export Data in Iterable
  • Get record details
    Get details of specific record in Iterable
  • Search records
    Search record in Iterable
  • Send notification
    Send object in Iterable
  • Subscribe a user
    Subscribe a User to a group in Iterable
  • Unsubscribe a user
    Unsubscribe a User to a group in Iterable
  • Update record
    Update record in Iterable
  • Upsert record
    Upsert record in Iterable

    • Any other action you can think up

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