Filevine and Risk Cloud integrations and automations

Seamlessly connect Filevine and Risk Cloud. 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

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

Risk Cloud

Created Record in Workflow Real-time
Triggers when a Record is created in a speceific Step in Risk Cloud
Moved Record in Workflow Real-time
Triggers when a Record is moved between Steps in Risk Cloud

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

Risk Cloud

Custom action
Custom action in Risk Cloud© - Community Connector (Custom)
Create a New Object
Create an object in Risk Cloud
Download Table Report
Download Table Report
Get MIME Type from Extension
Get MIME Type from Extension.
Get Object by ID
Get object by ID in Risk Cloud
List Attachments in Record Field
List Attachments on a Record Field.
Update an Object
Update object in Risk Cloud
Upload Attachment
Upload Attachment

Any other action you can think up

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