• Plumsail Documents logoPlumsail Documents logo
  • Filevine logoFilevine logo

Plumsail Documents + Filevine Integrations

How to connect Plumsail Documents + Filevine

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  • Plumsail Documents triggers, actions, and search
    Process Finished
    Trigger when a process finished.
    Trigger
    Instant
  • Plumsail Documents triggers, actions, and search
    Start Process
    Start the process and return generated document.
    Action
    Write
  • Filevine triggers, actions, and search
    New Event
    Triggers on a new event.
    Trigger
    Instant
  • Filevine triggers, actions, and search
    Create Collection Item
    Creates a new collection item.
    Action
    Write
  • Filevine triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Filevine triggers, actions, and search
    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.
    Action
    Write
  • Filevine triggers, actions, and search
    Copy Data To
    Copies 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
    Write
  • Filevine triggers, actions, and search
    Update Form
    Updates an existing form.
    Action
    Write
  • 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

  1. Step 1: Authenticate Plumsail Documents 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.
plumsail-documents logo
plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Related categories

filevine logo
filevine logo

About Filevine

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

Related categories

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