Filevine and Workbot for Workplace との統合と自動化

Filevine and Workbot for Workplace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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  • box.svg
  • hp-2.svg
  • atlassian.svg
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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

Workbot for Workplace
  • New command Real-time
    New command to Workplace Workbot

    • 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

Workbot for Workplace
  • Custom action
    Custom action in Workbot for Workplace (Custom)
  • Post attachment
    Post attachment as Workbot
  • Post message
    Post message as Workplace Workbot
  • Post message
    Post reply as Workplace Workbot>
  • Post simple message
    Post simple message as Workplace Workbot
  • Post simple reply
    Post simple reply as Workplace Workbot

    • 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