Plumsail Documents + Filevine Integrations
How to connect Plumsail Documents + Filevine
Zapier lets you send info between Plumsail Documents and Filevine automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New EventTriggers on a new event.Trigger- Create Collection ItemCreates a new collection item.Action
- Create ContactCreates a new contact.Action
- Copy Data FromCreates 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.Action
- Copy Data ToCopies data from a reference to a project. This action depends on the data output from a "Copy Data From" action, which should be included in your Zap as a prior step.Action
- Update FormUpdates an existing form.Action
- Filevine
Creates a new project.
Scheduled
Action
- Filevine
Toggles a project section's visibility.
Scheduled
Action
- Filevine
Updates an existing collection item.
Scheduled
Action
- Filevine
Updates an existing project.
Scheduled
Action
- Filevine
Finds a collection item by searching on item id.
Scheduled
Action
- Filevine
Finds a contact by searching.
Scheduled
Action
- Filevine
Finds a document by searching.
Scheduled
Action
- Filevine
Finds a form by searching.
Scheduled
Action
- Filevine
Finds a user by searching.
Scheduled
Action
- Filevine
Finds a phase by searching.
Scheduled
Action
- Filevine
Finds a project by searching.
Scheduled
Action
- Filevine
Finds a project type by searching.
Scheduled
Action
- Filevine
Finds a collection item by searching on item id.
Scheduled
Action
- Filevine
Finds a contact by searching.
Scheduled
Action
- Filevine
Finds a project by searching.
Scheduled
Action
How Plumsail Documents + Filevine Integrations Work
- Step 1: Authenticate Plumsail Documents and Filevine.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Plumsail Documents
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.