Connect Filevine to SigningHub

Both apps 33Filevine 22SigningHub 11

• Trigger
  New Contact

  Triggers when a new contact is added in Filevine.

• Trigger
  New Project

  Triggers when a new project (case) is created in Filevine.

• Action
  Add appointment

  Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees.

• Action
  Add invoice

  Creates a new invoice on a Filevine project from its billable billing items.

• Action
  Add project contact

  Adds an existing contact to a Filevine project, optionally with the role they play on that project.

• Action
  Add project deadline

  Creates a new deadline (such as a statute of limitations or court date) on a Filevine project.

• Action
  Add task

  Creates a task on a Filevine project and assigns it to a user, with an optional subject and due date.

• Action
  Create Collection Item

  Adds a new item to a collection section (for example a list of medical providers) on a Filevine project.

• Action
  Create Contact

  Creates a new contact card (a person or organization) in Filevine.

• Action
  Find Collection Item

  Gets one collection item from a Filevine project by its item ID.

• Action
  Find Contact

  Finds the first Filevine contact matching an email, full name, phone or search term.

• Action
  Find Document

  Finds the first Filevine document matching a search term, optionally within one project.

• Action
  Find Form

  Gets the field values of a form section on a Filevine project.

• Action
  Find Phase

  Finds a phase of a Filevine project type by name and returns its ID.

• Action
  Find Project

  Finds the first active Filevine project matching a name, project number or search term.

• Action
  Find Project Type

  Finds a Filevine project type by name and returns its ID.

• Action
  Find User

  Finds the first Filevine user in your org matching a name, email or username.

• Action
  Get Project

  Returns a Filevine project's details, including its name, type, phase, client, team and project URL.

• Action
  Toggle Section

  Shows or hides a section on a Filevine project.

• Action
  Update Collection Item

  Updates fields on an existing collection item in a Filevine project.

• Action
  Update Contact

  Updates an existing contact's details, such as name, email, phone numbers, addresses and person types. Fields left blank are not changed.

• Action
  Update Project

  Updates an existing Filevine project's name, description, number or incident date.

• Action
  Add Digital Signature

  Adds a digital signature field to a document in a SigningHub package and assigns it to a recipient in the workflow.

• Action
  Add Document

  Uploads a document file into an existing SigningHub document package.

• Action
  Add Electronic Signature

  Adds an electronic signature field to a document in a package, assigned to a recipient in the workflow.

• Action
  Add Recipient to Workflow

  Adds a signer or other recipient to a document package's workflow.

• Action
  Add User

  Registers a new user in your SigningHub enterprise account, optionally with a password, role and profile details.

• Action
  Create Integration URL

  Generates an encrypted SigningHub link that opens a shared document package so a user can view and sign it from your application.

• Action
  Create Package

  Creates a new document package in SigningHub to hold documents and recipients for a signing workflow.

• Action
  Download Package

  Downloads a document package as a Base64-encoded file: a PDF for a single-document package, or a zip of all its documents.

• Action
  Get Document Fields

  Returns the fields on a document in a SigningHub package: signature, initials, in-person, text, checkbox, radio, dropdown, listbox, QR code, attachment and comment fields.

• Action
  Get Package

  Returns the details of a SigningHub document package: its name, owner, status and the documents it contains.

• Action
  Share Document for Signing

  Shares a prepared document package with its signers and starts the signing workflow.

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