NektonIntegrationsProject Management Filevine

Filevine Filevine integrations

Use Nekton to connect Filevine with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.

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Automate Filevine integrations with Nekton

Create automations that integrate Filevine with other services

Nekton AI can integrate Filevine with many online apps and tools. Here are some popular integrations you can try to automate your Filevine workflows:

Filevine actions

Nekton can use any feature that is available in Filevine API. Using our advanced AI, you can easily create custom automations for Filevine. Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact.
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 Flow as a prior step.
Create Project
Creates a new project.
Update Collection Item
Updates an existing collection item.
Find Collection Item
Finds a collection item by searching on item id.
Find Document
Finds a document by searching.
Find User
Finds a user by searching.
Find Project
Finds a project by searching.
Find or Create Collection Item
Finds a collection item by searching on item id.
Find or Create Project
Finds a project by searching.
Create Collection Item
Creates a new collection item.
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 Flow as a subsequent step.
Update Form
Updates an existing form.
Toggle Section
Toggles a project section's visibility.
Update Project
Updates an existing project.
Find Contact
Finds a contact by searching.
Find Form
Finds a form by searching.
Find Phase
Finds a phase by searching.

About Filevine

Filevine is a modern case management system for law firms.