Filevine and TrackVia integrations and automations

Seamlessly connect Filevine and TrackVia. 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

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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

TrackVia
  • Deleted record Real-time
    Deleted record from view in TrackVia
  • New record Real-time
    New record added to view in TrackVia
  • Updated record Real-time
    Updated record in TrackVia view

    • 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

TrackVia
  • Custom action
    Custom action in TrackVia (Custom)
  • Create record
    Create record in TrackVia
  • Create user
    Create user in TrackVia
  • Delete all records in view
    Delete all records from a view in TrackVia
  • Delete record
    Delete record in TrackVia
  • Get all view records Batch
    Get all records from a view in TrackVia
  • Get file from record
    Get file from a record in TrackVia
  • Get record
    Get record in TrackVia
  • Update record
    Update record in TrackVia
  • Upload file to a record
    Upload file to a record in TrackVia

    • Any other action you can think up

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