Filevine and Hello Sign との統合と自動化

Filevine and Hello Sign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…

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

    • 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

Hello Sign
  • Add user access to template
    Add user access to template in HelloSign.
  • Add user to team
    Invite a user to your team in HelloSign.
  • Cancel signature request
    Cancel an incomplete signature request in HelloSign.
  • Create record
    Create record in HelloSign
  • Custom action
    Custom action in HelloSign
  • Delete record
    Delete record in HelloSign
  • Get record details
    Get specific details of record in HelloSign
  • Remove signature request access
    Remove signature request access in HelloSign.
  • Remove user access to template
    Remove user access to template in HelloSign.
  • Remove user to team
    Remove a user from team in HelloSign.
  • Search records
    Search for records in HelloSign
  • Send signature request
    Send a signature request with the submitted documents in HelloSign.
  • Send signature request reminder
    Send a signature request reminder in HelloSign.
  • Send signature request with template
    Send a signature request based off a template in HelloSign.
  • Update record
    Update record in HelloSign

    • 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