• SendSafely logoSendSafely logo
  • Filevine logoFilevine logo

SendSafely + Filevine Integrations

How to connect SendSafely + Filevine

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  • SendSafely triggers, actions, and search
    New Dropzone Submission
    Triggers when a new file is submitted to your Hosted Dropzone on the SendSafely Web Portal.
    Trigger
    Instant
  • 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 triggers, actions, and search
    Create Project
    Creates a new project.
    Action
    Write
  • 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 SendSafely + Filevine Integrations Work

  1. Step 1: Authenticate SendSafely 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.
sendsafely logo
sendsafely logo

About SendSafely

SendSafely is an end-to-end encrypted file transfer platform that lets you securely attach any file to any platform.

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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