Filevine and Veeva Vault integrations and automations

Seamlessly connect Filevine and Veeva Vault. 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

Veeva Vault
  • New/updated document
    New/updated document in Veeva Vault
  • New/updated record (scheduled VQL)
    New/updated record in Veeva Vault

    • 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

Veeva Vault
  • Custom action
    Custom action in Veeva Vault (Custom)
  • Bulk delete records Batch
    Bulk delete records in Veeva Vault
  • Bulk upsert records Batch
    Bulk upsert records in Veeva Vault
  • Create document relationship
    Create document relationship in Veeva Vault
  • Create document version
    Create document version in Veeva Vault
  • Create record
    Create record in Veeva Vault
  • Delete record
    Delete record in Veeva Vault
  • Download document rendition
    Download document rendition in Veeva Vault
  • Get document
    Get document in Veeva Vault
  • Get record
    Get record in Veeva Vault
  • Run VQL query
    Run VQL query in Veeva Vault
  • Search audit trail
    Search audit trail in Veeva Vault
  • Search records
    Search records in Veeva Vault
  • Update record
    Update record in Veeva Vault
  • Upload document
    Upload document in Veeva Vault
  • Upsert record
    Upsert record in Veeva Vault

    • Any other action you can think up

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