Filevine and SmartCOMM integrations and automations

Seamlessly connect Filevine and SmartCOMM. 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

SmartCOMM

Job
Creates a single triggers when a job is created in SmartCOMM.

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

SmartCOMM

Create Bundle
Creates a bundle by closing the specified spool.
Generate Document
Generates a document using specified data and template.
Get Bundle Details
Retrieves a bundle's details and optionally any associated bins.
Get Job Detail
Returns the details of a job.
Get Spool Details
Retrieves details for a specific spool.
List Bundles
Retrieves a list of bundles from a specified spool.
List Jobs
Returns the jobs in the system matching specified criteria.
List Spools
Retrieves a list of spools with sorting and pagination.
Submit Job
Submits a job for processing.

Any other action you can think up

One platform

Power
Agility
Speed
Innovation