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Filevine
Filevine
53 actions · 15 events · 1 auth method
BetaCRMProductivity

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Authentication

OAuth 2.0 - Client Credentials

Connect using OAuth 2.0 client credentials with your Filevine API key and secret.Guides: Connector Profile, Link Account
Actions
53 actions
Action
Description
List Users
List all users in the Filevine organisation
Get User
Get a specific user by ID
Get Current User
Get the currently authenticated user
List Projects
List all projects (matters) in Filevine
Get Project
Get a specific project by ID
Create Project
Create a new project (matter) in Filevine
Update Project
Update an existing project
Archive Project
Archive (soft delete) a project
List Contacts
List all contacts in Filevine
Get Contact
Get a specific contact by ID
Create Contact
Create a new contact in Filevine
Update Contact
Update an existing contact
List Tasks
List all tasks in Filevine
List Project Tasks
List tasks for a specific project
Get Task
Get a specific task by ID
Create Task
Create a new task in Filevine
Update Task
Update an existing task
Delete Task
Delete a task
List Notes
List all notes in Filevine
List Project Notes
List notes for a specific project
Get Note
Get a specific note by ID
Create Note
Create a new note in Filevine
Update Note
Update an existing note
List Documents
List all documents in Filevine
Get Document
Get a specific document by ID
Create Document
Create a new document in Filevine
Update Document
Update document metadata
Delete Document
Delete a document
List Project Deadlines
List deadlines for a specific project
Get Project Deadline
Get a specific deadline by ID
Create Project Deadline
Create a new deadline on a project
Update Project Deadline
Update an existing deadline
Delete Project Deadline
Delete a deadline from a project
List Project Appointments
List appointments for a specific project
Create Project Appointment
Create an appointment on a project
List Project Contacts
List contacts associated with a project
Add Contact To Project
Add a contact to a project
Update Project Contact
Update a project-contact association
Remove Contact From Project
Remove a contact from a project
Get Project Team
Get team members for a project
Add Team Member
Add a team member to a project
Update Project Team Member
Update a team member’s role on a project
Remove Project Team Member
Remove a team member from a project
List Collection Items
List collection items for a project section
Get Collection Item
Get a specific collection item
Create Collection Item
Create a new collection item
Update Collection Item
Update a collection item
Delete Collection Item
Delete a collection item
List Folders
List all folders in Filevine
Get Folder
Get a specific folder by ID
Create Folder
Create a new folder in Filevine
Update Folder
Update a folder
Delete Folder
Delete a folder
Events
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15 events
Event
Description
Tags
Ping Event
Responds to Filevine webhook verification/ping requests.
Verification
Project Created
Processes Filevine project.created webhook events.
Project
Project Updated
Processes Filevine project.updated webhook events.
Project
Project Deleted
Processes Filevine project.deleted webhook events.
Project
Contact Created
Processes Filevine contact.created webhook events.
Contact
Contact Updated
Processes Filevine contact.updated webhook events.
Contact
Contact Deleted
Processes Filevine contact.deleted webhook events.
Contact
Task Created
Processes Filevine task.created webhook events.
Task
Task Updated
Processes Filevine task.updated webhook events.
Task
Task Deleted
Processes Filevine task.deleted webhook events.
Task
Note Created
Processes Filevine note.created webhook events.
Note
Note Updated
Processes Filevine note.updated webhook events.
Note
Document Created
Processes Filevine document.created webhook events.
Document
Document Updated
Processes Filevine document.updated webhook events.
Document
Document Deleted
Processes Filevine document.deleted webhook events.
Document

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Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
https://stackone-logos.com/api/filevine/filled/png

Connector Profile

Filevine - OAuth 2.0 - Client Credentials
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
https://stackone-logos.com/api/filevine/filled/png

Link Account

Filevine - OAuth 2.0 - Client Credentials
4

Use Actions

Invoke actions using one of the methods below: