Filevine and VendorPanel integrations and automations

Seamlessly connect Filevine and VendorPanel. 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

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

VendorPanel
  • Authenticate User's email.
    Authenticate user's email in VendorPanel.
  • Get Opportunity Document by Opportunity ID and Document ID.
    Get opportunity document by opportunity ID and document ID in VendorPanel.
  • Get Opportunity SubCategories by Opportunity ID and Supplier List Category ID.
    Get opportunity sub-categories by opportunity ID and supplier list category ID in VendorPanel.
  • Get Opportunity Supplier by Opportunity ID and Supplier ID.
    Get opportunity supplier by opportunity ID and supplier ID in VendorPanel.
  • Get Opportunity by ID.
    Get opportunity by ID in VendorPanel.
  • Get Response Document by Opportunity ID, Response ID and Document ID.
    Get response document by opportunity ID, response ID and document ID in VendorPanel.
  • Get Response by ID.
    Get response by ID in VendorPanel.
  • List Opportunity Categories for Opportunity ID.
    List opportunity categories for opportunity ID in VendorPanel.
  • List Opportunity Documents for Opportunity ID.
    List opportunity documents for opportunity ID in VendorPanel.
  • List Opportunity Suppliers for Opportunity ID.
    List opportunity suppliers for opportunity ID from VendorPanel.
  • List Response Documents for Opportunity ID and Response Id.
    List response documents for opportunity ID and response ID in VendorPanel.

    • Any other action you can think up

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