Connect Filevine and Things to unlock the power of automation

Integrating Filevine with Things typically involves using our platform to create a workflow or 'Zap' that connects the two applications. You'll need to set up a trigger in Filevine, such as a new task or document being added, and then choose an action in Things, like creating a new To-Do item.

When setting up the integration from Filevine to Things, you can use triggers such as a new project being created, a task update, or even when a specific tag is assigned to an item in Filevine.

Yes, by using our platform to link the two apps, you can automate your task management. For example, when a new task is created in Filevine, an automatic To-Do can be set up in Things.

Currently, most integrations focus on transferring data from Filevine to Things. However, if you need updates reflected back into Filevine from Things—such as marking tasks complete—you would need additional custom setup steps or tools.

You don't necessarily need technical skills to integrate the two apps through our platform. The process involves user-friendly interfaces for setting up triggers and actions without extensive coding knowledge.

One limitation is that while you can create tasks automatically based on triggers from Filevine into Things, some complex workflows might require additional refinement beyond basic trigger-action setups.

Yes, during the setup of your integration (or Zap), you can select specific fields of data that you want transferred from a trigger event in Filevine over into your action event in Things.