FileInvite and Filevine との統合と自動化

FileInvite 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。

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

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Triggers

When this happens…

FileInvite

New or updated event
New or updated event in FileInvite

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…

FileInvite

Custom action
Custom action in FileInvite (Custom)
Dispatch Follow Up
Dispatch a follow-up for an invite request
Dispatch invite
Send an invite using FileInvite
Extract liveform fields and values
This endpoint extracts the liveform fields and values for a given request as key-value pairs
Fetch invite requests
Retrieves all requests associated with an invite

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

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