Basecamp 2 and Filevine との統合と自動化

Basecamp 2 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

強力なワークフローを迅速に構築

Triggers

When this happens…

Basecamp 2
  • Access granted to calendar
    Calendar access granted to person in Basecamp 2
  • New calendar event
    New calendar event in Basecamp 2
  • New person event
    New person event in Basecamp 2
  • New project
    New project in Basecamp 2
  • New project calendar event
    New project calendar event in Basecamp 2
  • New project event
    New project event in Basecamp 2
  • New to-do
    New to-do in Basecamp 2
  • New to-do list
    New to-do list in Basecamp 2
  • Access granted to project
    Project access granted to person in Basecamp 2

    • 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…

Basecamp 2
  • Custom action
    Custom action in Basecamp 2 (Custom)
  • Create calendar event
    Create calendar event in Basecamp 2
  • Create new project
    Create new project in Basecamp 2
  • Create project calendar event
    Create project calendar event in Basecamp 2
  • Create new todo
    Create new to-do in Basecamp 2
  • Create new to-do list
    Create new to-do list in Basecamp 2
  • Search calendars
    Search for a calendar in Basecamp 2
  • Search persons
    Search for a person in Basecamp 2
  • Search projects
    Search for a project in Basecamp 2

    • 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