Filevine and RecipeOps by Workato integrations and automations

Seamlessly connect Filevine and RecipeOps by Workato. 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

RecipeOps by Workato
  • Usage threshold reached Real-time
    Triggers when usage thresholds are reached in 10% intervals
  • Deployment failed Real-time
    Deployment failed
  • Deployment complete Real-time
    Deployment completed
  • Deployment approved Real-time
    Deployment approved
  • Deployment rejected Real-time
    Deployment rejected
  • Deployment re-opened for review Real-time
    Deployment re-opened for review
  • New deployment submitted for review Real-time
    New deployment submitted for review
  • API request timeout Real-time
    API request exceeded timeout limit
  • API concurrency threshold exceeded Real-time
    API concurrency threshold exceeded in workspace
  • API policy quota violations Real-time
    This trigger monitors API usage for the workspace. Triggers when a client exceeds policy usage quotas.
  • API policy rate limit violations Real-time
    This trigger monitors API usage for the workspace. Triggers when a client exceeds policy rate limits.
  • On-prem agent disconnected Real-time
    On-prem agent disconnected
  • Job failed Real-time
    Receive notification when a job fails in specified recipes
  • Member invitation accepted Real-time
    Receive notification when an invitation is accepted
  • Package deployed Real-time
    Receive notification when a package is deployed
  • Recipe started Real-time
    Receive notification when a recipe is started
  • Recipe stopped by user Real-time
    Receive notification when a recipe is stopped by a user
  • Account connected Real-time
    Receive notification when an app is connected
  • Account disconnected Real-time
    Receive notification when an app is disconnected
  • Account credentials refresh failed Real-time
    Receive notification when an App fails to refresh its access credentials
  • Recipe stopped by Workato Real-time
    Receive notification when a recipe is stopped due to errors

    • 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

RecipeOps by Workato
  • Get recipe details
    Get recipe details of specified recipe
  • Search job history Batch
    Search job history of specified recipe
  • Rerun jobs Batch
    Rerun specified jobs
  • List connections Batch
    List connections
  • List recipes Batch
    List all recipes
  • Search recipes Batch
    Search recipes
  • Start recipe
    Start an inactive recipe
  • Stop recipe
    Stop an active recipe
  • Get account details
    Get account details

    • Any other action you can think up

One platform

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  • Speed
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