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Documate + Filevine Integrations

How to connect Documate + Filevine

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Supported triggers and actions

What does this mean?

How Documate + Filevine Integrations Work

  1. Step 1: Authenticate Documate and Filevine.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Documate

Documate is a no-code platform for document automation and building expert systems.

Related categories

  • File Management & Storage
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About Filevine

Filevine is a modern case management system for law firms.
Learn more

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