Filevine
Copy Document to Other Project
Copy a document from one Filevine project to another.
Create Collection Item
Create a Collection Item in a specific Section of a Project.
Create Comment
Create a Comment on a Note in Filevine.
Create Note
Create a new Note in Filevine.
Create Project
Create a new Filevine Project using a specific Project Type.
Create Task
Create a new task in a Filevine project.
Delete Collection Item
Delete a specific Collection Item from a Project Section.
Get Collection Item
Retrieve the details of an individual Collection Item from a Section in a Project.
Get Contact (Legacy)
Retrieves contact information using Filevine’s legacy contact structure.
Get Custom Contact Tab
Retrieves the data from a specific Custom Contact Tab in a project.
Get Document
Retrieve a specific document in Filevine.
Get Document Folder by Name
Find a document folder by name, and optionally create it if it doesn’t exist.
Get Field Codes Values
Retrieve the current values for one or more field codes within a project.
Get Form
Retrieve details from a specific Form in Filevine.
Get Project
Retrieve full details about a specific Project.
Get Project Team (First User)
Retrieves the first user in the Project Team.
Get Project Team Role (First User)
Retrieves the first user’s role in the Project Team.
Get User
Retrieve details about a specific Filevine user.
Reset Form Taskflow
Reset a Taskflow on a Form in Filevine.
Trigger Collection Taskflow
Trigger a Taskflow for a specific Collection Item in Filevine.
Trigger Form Taskflow
Trigger a Taskflow in a Form Section.
Update Collection Item
Update details of a specific Collection Item in a section.
Update Contact
Updates details for a contact, such as name, phone number, email, or address.
Update Document Folder
Rename or update the metadata of an existing document folder within a project.
Update Document Project
Move a document to another Project or update its associated Project.
Update Form
Update data values or metadata in a specific Form.
Update Project Phase
Change the Phase of a Project.
Update Projects Hashtag
Update the Hashtags associated with a Project.
Get Projects for a Contact
List
Retrieve a list of all Projects linked to a given Contact.
Get Project Collection Item List
List
Retrieve all Collection Items from a Section in a specific Project.
Get Folder
Retrieve details about a folder including name, parent folder, archive status, and more.
Delete Folder
Delete a folder from the project.
Get Project Team Emails
List
Retrieve a list of email addresses for all Project Team members.
Assign Task
Assign a task to a Filevine user.
Complete Task
Mark a task as completed in Filevine.
Uncomplete Task
Reopen a previously completed Filevine Task (mark as incomplete).
Update Note
Update the content or metadata of a Note.
Update Task
Update the details or description of a Task in Filevine.
Get Task
Retrieve full details about a specific Filevine Task.
Change Task Due Date
Update the due date for a Filevine Task.
Update Project
Update the metadata for a specific Project.
Get Project Type
Retrieve the Project Type (template) used to create a specific Project.
Get Project List
List
Retrieve a list of Projects based on filters such as phase, incident date, hashtag, or creation date.
Archive Project
Archive a Project in Filevine
Create Folder
Create a new Folder under the Documents section of a Project.
Get Folder List
List
Retrieve a list of all folders in a specific Project.
Delete Document
Permanently delete a document from a Filevine project.
Update Custom Contact
Update information stored in a Custom Contact within a Custom Contact Tab.
Get Document List
List
Retrieve a list of all documents within a specified Project or folder.
Get Comment
Retrieve the content and metadata of a specific Comment on a Note.
Add Document to Project
Coming Soon
Upload or link a document to a specific Project.
Get Comment List
List
Retrieve all Comments associated with a Note or Project.
Get Project Type List
List
Retrieve a list of all available Project Types.
Copy Document to Same Project
Copy a document within the same Filevine Project.
Add Email to Project
Coming Soon
Add an email to the selected project.
Assign Role to Member
Coming Soon
Assign one or more Project Roles to a specific user on the Project Team.
Get Contact Metadata
Coming Soon
Retrieve metadata associated with a Contact, such as creation date or assigned tags.
Update Folder
Coming Soon
Update folder details such as name or metadata.
Create Contact
Coming Soon
Create a new Contact in Filevine.
Get Tasks For User
List
Coming Soon
Retrieve up to 25 current Filevine Tasks assigned to a specific user.
Unassign Task
Coming Soon
Remove the current assignee from a Filevine Task.
