Filevine and Zoho Projects integrations and automations

Seamlessly connect Filevine and Zoho Projects. 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

Zoho Projects
  • Custom HTTP Poll
    Poll any Zoho Projects API endpoint for changes
  • New project
    Triggers when a new project is created
  • New task
    Triggers when a new task is created
  • New time log
    Triggers when a new time log is created

    • 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

Zoho Projects
  • Create project
    Create a new project in Zoho Projects
  • Create task
    Create a new task in a project
  • Create Time Log
    Create a new time log entry
  • Custom DELETE Request
    Make a custom DELETE request to any Zoho Projects API endpoint
  • Custom GET Request
    Make a custom GET request to any Zoho Projects API endpoint
  • Custom POST Request
    Make a custom POST request to any Zoho Projects API endpoint
  • Custom PUT Request
    Make a custom PUT request to update data via any Zoho Projects API endpoint
  • Delete Time Log
    Delete a time log entry
  • Generic API Call
    Make any HTTP request (GET, POST, PUT, DELETE) to Zoho Projects API
  • Get portal details
    Retrieve detailed information about a Zoho Projects portal
  • Get Time Log Reports
    Generate time log reports with filtering and grouping options
  • Get Time Logs
    Retrieve time logs from a project or portal
  • Update Time Log
    Update an existing time log entry

    • Any other action you can think up

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