Filevine and Outlook integrations and automations

Seamlessly connect Filevine and Outlook. 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

Outlook
  • Deleted event Real-time
    Deleted event in Outlook Calendar
  • New contact
    New contact in Outlook
  • New email Real-time
    New email received in Outlook Mail
  • New event Real-time
    New event created in Outlook Calendar
  • New/updated contact
    New/updated contact in Outlook
  • New/updated email Real-time
    New/updated email in Outlook Mail
  • New/updated event Real-time
    New/updated event in Outlook Calendar

    • 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

Outlook
  • Custom action
    Custom action in Outlook (Custom)
  • Create calendar
    Create calendar in Outlook
  • Create contact
    Create contact in Outlook
  • Create calendar event
    Create event in Outlook Calendar
  • Delete calendar event
    Delete calendar event in Outlook
  • Delete contact
    Delete contact in Outlook
  • Download email attachments
    Download email attachments from email in Outlook Mail
  • Get calendar by ID
    Get calendar details by ID in Outlook
  • Get contact
    Get contact in Outlook
  • Get calendar event by ID
    Get event in Outlook Calendar
  • List calendars
    List calendars in Outlook
  • List contacts Batch
    List contacts in Outlook
  • List all instances of an event Batch
    List all instances of an event in Outlook
  • Search calendar Batch
    Search for calendar details in Outlook
  • Search contacts Batch
    Search contacts in Outlook
  • Search calendar events Batch
    Search events in Outlook Calendar
  • Send email
    Send email from Outlook Mail
  • Update contact
    Update contact in Outlook
  • Update calendar event
    Update event in Outlook Calendar

    • Any other action you can think up

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