Filevine and Replicon integrations and automations

Seamlessly connect Filevine and Replicon. 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

Replicon
  • New client
    New client created in Replicon
  • New or updated invoice ready to sync
    New/updated ready to sync invoice in Replicon
  • New project
    New project created in Replicon
  • New user
    New user created in Replicon

    • 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

Replicon
  • Custom action
    Custom action in Replicon (Custom)
  • Assign all users to project
    Assign all users to project in Replicon
  • Assign co-manager to project
    Assign co-manager to project in Replicon
  • Add line item to expense sheet
    Add line item to expense sheet in Replicon
  • Assign manager to project
    Assign manager to project in Replicon
  • Assign user to project
    Assign user to project in Replicon
  • Update invoice status
    Update status for invoice in Replicon
  • Create client
    Create client in Replicon
  • Create expense sheet
    Create expense sheet in Replicon
  • Create project
    Create project in Replicon
  • Create project task
    Create project task in Replicon
  • Create timesheet
    Create timesheet in Replicon
  • Create user
    Create user in Replicon
  • Get all tasks for a project Batch
    Get all project task in Replicon
  • Get client details
    Get client details from Replicon
  • Get project cost amount details
    Get project cost amount details from Replicon
  • Get expensable projects Batch
    Get expensable projects by expense sheet in Replicon
  • Get invoice details by URI
    Get invoice details from Replicon
  • Get invoice item details by URI
    Get invoice item details from Replicon
  • Get project details
    Get project details from Replicon
  • Get list of project team members Batch
    Get list of project team members from project in Replicon
  • Get task assignments for resource Batch
    Get task assignments for resource in Replicon
  • Get user details
    Get user details from Replicon
  • Get list of clients Batch
    Get list of clients from Replicon
  • Get all eligible project leaders Batch
    Get all eligible project leaders from Replicon
  • Get list of projects Batch
    Get list of projects from Replicon
  • Get list of users Batch
    Get list of users from Replicon
  • Get payroll details Batch
    Get payroll details for a specific pay period from Replicon
  • Search clients Batch
    Search clients in Replicon
  • Search programs Batch
    Search programs in Replicon
  • Search projects Batch
    Search projects in Replicon
  • Search users Batch
    Search users in Replicon
  • Submit expense sheet
    Submit expense sheet in Replicon
  • Update client
    Update client in Replicon
  • Update payment due date and issue date
    Update payment due date and date of issue for invoice in Replicon
  • Update invoice description
    Update description for invoice in Replicon
  • Update invoice sync status
    Update sync status for invoice in Replicon
  • Update project
    Update project in Replicon
  • Update project client
    Update project client in Replicon
  • Update project end date
    Update end date for project in Replicon
  • Update project fixed bid rate
    Update project fixed bid rate in Replicon
  • Update project name
    Update project name in Replicon
  • Update project program
    Update program to project in Replicon
  • Update project status
    Update project status in Replicon
  • Update user
    Update user in Replicon

    • Any other action you can think up

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