Filevine and VISO TRUST integrations and automations

Seamlessly connect Filevine and VISO TRUST. 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

VISO TRUST
  • Artifact expired Real-time
    Artifact expired in VISO TRUST
  • Artifact expiring Real-time
    Artifact expiring in VISO TRUST
  • Assessment artifact update completed Real-time
    Assessment artifact update completed in VISO TRUST
  • Assessment cancelled Real-time
    Assessment cancelled in VISO TRUST
  • Assessment completed Real-time
    Assessment completed in VISO TRUST
  • Assessment recertification completed Real-time
    Assessment recertification completed in VISO TRUST
  • Assessment remediation completed Real-time
    Assessment remediation completed in VISO TRUST
  • Assessment reminder sent Real-time
    Assessment reminder sent in VISO TRUST
  • Assessment summary generated Real-time
    Assessment summary generated in VISO TRUST
  • Docs-only artifact update completed Real-time
    Docs-only artifact update completed in VISO TRUST
  • New relationship onboarded Real-time
    New relationship onboarded in VISO TRUST
  • Relationship overdue Real-time
    Relationship overdue in VISO TRUST
  • Risk accepted Real-time
    Risk accepted in VISO TRUST
  • Upcoming recertification Real-time
    Upcoming recertification in VISO TRUST

    • 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

VISO TRUST
  • Create BitSight report
    Create BitSight report in VISO TRUST
  • Create Recorded Future report
    Create Recorded Future report in VISO TRUST
  • Create relationship
    Create relationship in VISO TRUST
  • Create relationship by domain
    Create relationship by domain in VISO TRUST
  • Create SecurityScorecard report
    Create SecurityScorecard report in VISO TRUST
  • Download assessment artifacts
    Download assessment artifacts from VISO TRUST
  • Download relationship artifacts
    Download relationship artifacts from VISO TRUST
  • Get assessment
    Get assessment in VISO TRUST
  • Get assessment summary
    Get assessment summary in VISO TRUST
  • Get relationship
    Get relationship in VISO TRUST
  • Search relationships
    Search relationships in VISO TRUST by filter criteria
  • Start assessment
    Start assessment in VISO TRUST
  • Update relationship
    Update relationship in VISO TRUST

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation