Anvyl and Filevine との統合と自動化

Anvyl and Filevineを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

Anvyl
  • New or updated records Real-time
    New or updated records in Anvyl

    • Any other trigger you can think up

Filevine
  • New/Updated object Real-time
    New/Updated object in Filevine

    • Any other trigger you can think up

Actions

Do this…

Anvyl
  • Bulk Import Records
    Bulk Import Records in Anvyl
  • Complete a Task
    Complete a Task in Anvyl
  • Confirm Milestone
    Confirm Milestone in Anvyl
  • Get (Split) Order Collections
    Get (Split) Order Collections in Anvyl
  • Get Order Milestones
    Get Order Milestones in Anvyl
  • Get Order Schedule
    Get Order Schedule in Anvyl
  • Get Record By ID
    Get Record By ID in Anvyl
  • Import Parts and Suppliers
    Import Parts and Suppliers in Anvyl
  • Import Record
    Import Record in Anvyl
  • Issue Purchase Order
    Issue Purchase Order in Anvyl
  • Query Records
    Query Records in Anvyl
  • Reopen a Task
    Reopen a Task in Anvyl
  • Update Order Milestone Timeline
    Update Order Milestone Timeline in Anvyl
  • Update record
    Update record in Anvyl

    • Any other action you can think up

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

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新