Filevine and Sendoso integrations and automations

Seamlessly connect Filevine and Sendoso. 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

Sendoso
  • New User
    New User in Sendoso
  • Updated Send Analytics
    Updated Send Analytics in Sendoso

    • 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

Sendoso
  • Add User to Group
    Add User to Group in Sendoso
  • Create Group
    Create Group in Sendoso
  • Create Custom Template
    Create new Custom Template in Sendoso
  • Create Touch
    Create Touch in Sendoso
  • Create User
    Create User in Sendoso
  • Custom action
    Custom action in Sendoso
  • Delete Group
    Delete Group in Sendoso
  • Delete Touch
    Delete Touch in Sendoso
  • Delete User
    Delete User from Sendoso
  • Generate eGift Links
    Generate eGift Links in Sendoso
  • Get Send Analytics
    Get Send Analytics in Sendoso
  • Get Send Status
    Get Send Status in Sendoso
  • Get Custom Template
    Get Custom Template in Sendoso
  • Get Touch Details
    Get Touch Details in Sendoso
  • Get User
    Get User in Sendoso
  • List Active Touches
    List Active Touches in Sendoso
  • List Possible Gifts
    List all possible Gifts in Sendoso
  • List Group Members
    List Group Members in Sendoso
  • List Groups
    List Groups in Sendoso
  • List Sent Gifts
    List all sent Gifts in Sendoso
  • List Templates
    List Custom Templates in Sendoso
  • List Users
    List Users in Sendoso
  • Send Gift
    Send a Gift in Sendoso
  • Update an existing Touch
    Update an existing Touch in Sendoso

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation