Filevine and Zoho Analytics との統合と自動化

Filevine and Zoho Analytics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…

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

    • Any other trigger you can think up

Zoho Analytics
  • Custom HTTP Poll
    Poll any Zoho Analytics API endpoint for changes
  • Data updated in view
    Triggers when data is updated in a specific view
  • New view/report
    Triggers when a new view or report is created in a workspace
  • New workspace
    Triggers when a new workspace is created

    • 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

Zoho Analytics
  • Add row to table
    Add a new row of data to a table
  • Create workspace
    Create a new workspace
  • Custom API Call
    Make any HTTP request to Zoho Analytics API with CONFIG support
  • Get data from view
    Retrieve data from a specific view
  • Get organizations
    Retrieve all accessible organizations
  • Get views
    Retrieve views from a workspace
  • Get workspaces
    Retrieve all accessible workspaces
  • Import bulk data
    Import multiple rows of data to a table

    • 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