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DocuSign + Filevine Integrations

How to connect DocuSign + Filevine

Zapier lets you send info between DocuSign and Filevine automatically—no code required.

When this happens...
DocuSignDocuSign
Envelope Sent or Completed

Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

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FilevineFilevine
Copy Data From

Creates a reference to data in a project. This action supplies the data output to a "Copy Data To" action, which should be included in your Zap as a subsequent step.

Supported triggers and actions

What does this mean?

How DocuSign + Filevine Integrations Work

  1. Step 1: Authenticate DocuSign + 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.
Connect apps

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn More

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  • Signatures

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About Filevine

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

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