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Automate Processes in Filevine
Create Filevine automations with Neodeluxe Process Studio, so your team can focus on the most important work—no code required.
Supported Filevine Triggers and Actions
Triggers
When this happens…
Filevine
Form Updated
When a form is updated in Filevine.
Collection Updated
When an individual Collection Item is updated in a specific Filevine project.
Collection Created
When a new Collection Item is created in a specific Filevine project.
Collection Created or Updated
When a Collection Item is created or updated in a specific Filevine project.
Collection Deleted
When a Collection Item is deleted in a specific Filevine project.
Taskflow Executed
When a specific Taskflow button is clicked.
Taskflow Reset
When a specific Taskflow button is reset.
Actions
Do this…
Filevine
Copy Document to Other Project
Copy a document from one Filevine project to another.
Create Collection Item
Create collection item in a specific Section of a Project.
Create Comment
Create a Comment on a Note in Filevine.
Create Note
Create a Note in Filevine.
Create Project
Create a Project with a specific Project Type.
Create Task
Create a task in a Project.
Delete Collection Item
Delete a specific collection item.
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