Filevine and Zendesk integrations and automations

Seamlessly connect Filevine and Zendesk. 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

Zendesk
  • New organization
    New organization in Zendesk
  • New ticket
    New ticket in Zendesk
  • New ticket Real-time
    New ticket in Zendesk
  • New/updated records Batch
    Trigger processes batches of new or updated records
  • New user
    New user in Zendesk
  • New/updated organization
    New/updated organization in Zendesk
  • New/updated ticket
    New/updated ticket in Zendesk
  • New/updated ticket Real-time
    New/updated ticket in Zendesk
  • New/updated user
    New/updated user in Zendesk

    • 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

Zendesk
  • Custom action
    Custom action in Zendesk (Custom)
  • Create organization membership
    Create organization membership in Zendesk
  • Bulk update tickets
    Bulk update tickets in Zendesk
  • Create/update records Batch
    Upsert records in Zendesk
  • Solve ticket
    Solve ticket in Zendesk
  • Create custom object record
    Create custom object record in Zendesk
  • Create organization
    Create organization in Zendesk
  • Create ticket
    Create ticket in Zendesk
  • Upload attachment
    Upload attachment to Zendesk
  • Create user
    Create user in Zendesk
  • Delete custom object record by ID
    Delete custom object record in Zendesk
  • Delete ticket
    Delete ticket in Zendesk
  • Get custom object record by ID
    Get custom object record in Zendesk
  • Get organization details by ID
    Get organization details in Zendesk
  • Get organizations by external IDs Batch
    Get organizations in Zendesk
  • Get ticket details by ID
    Get ticket details in Zendesk
  • Get comments for ticket Batch
    Get comments for a ticket in Zendesk
  • Get list of tickets by external IDs Batch
    Get list of tickets by external IDs in Zendesk
  • Get user details by ID
    Get user details in Zendesk
  • Get list of custom object records by external IDs Batch
    Get custom object records in Zendesk
  • List user identities Batch
    Get user identity details in Zendesk
  • Get group by name
    Get group by name group in Zendesk
  • Search organization member Batch
    Search for a organization member in Zendesk
  • Search organizations Batch
    Search for organizations in Zendesk
  • Search tickets Batch
    Search for tickets in Zendesk
  • Search users Batch
    Search for users in Zendesk
  • Update custom object record
    Update custom object record in Zendesk
  • Update organization
    Update organization in Zendesk
  • Update ticket
    Update ticket in Zendesk
  • Update user
    Update user in Zendesk

    • Any other action you can think up

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