With VineConnect’s biggest addition to date, Automated Workflows, you can now start to think about automating Filevine with complete flexibility and ease with zero programming or coding skills required.

Workflows allows you to choose preset triggers and preset actions and logically map them together to create a Workflow. It’s that simple!

Why is Workflows important for power Filevine users?

For any Filevine power users who have toyed around with Zapier or Workato, you know that both platforms have their obvious issues and limitations when it comes to Filevine integration.

For Zapier, the issues are practical and functional. The available actions offered by the Filevine Zap are limited with the most useful probably being “update a section” or “create a collection item”. Creating tasks, completing tasks, assigning teams, sending automated SMS messages…any of these action aren’t available unless you start connecting and paying for additional Zap integrations and assets to perform these actions for you.

Workato, on the other hand, is incredibly powerful – but you’ll need an undergraduate degree in programming to do it yourself. And even then, the time and effort to develop, test, and monitor basic workflows and actions within Workato is just about a full time job.

With VineConnect, setting up your first workflow takes minutes. That’s because we’ve predefined the triggers and actions that are available to you. All you need to do is map a trigger to an action, test, save, and toggle the workflow live.

What you can automate with VineConnect Workflows

Here’s a sample (not comprehensive) list of the available pre-set Triggers offered by Workflows by VineConnect:

And here’s a sample list (not comprehensive) of available preset Actions you can map to your Triggers:

In the future, we’ll be bringing many more Triggers & Actions to VineConnect Workflows, including task deletions, task re-assignments, team assignments, project phase changes, and so much more!

VineConnect’s Workflows is LIVE now for all VineConnect users! Not a subscriber yet? Register for free with a 14-day today! No long-term contracts with implementation and support included.

If you could automate anything in Filevine, what would it be? Let us know in the comments below!