Filevine - Stackone

Betav1.0.0

Getting Started

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.

Configure the Connector

Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.

Connector Profile · OAuth 2.0 - Client Credentials

Connect using OAuth 2.0 client credentials with your Filevine API key and secret.

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

Link Account · OAuth 2.0 - Client Credentials

Use Actions

Connect your agent to the linked account’s actions. See Agent Setup.Other ways to call actions are listed in Protocols & SDKs.

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

15 events

Event

Description

​Getting Started

Connector Profile · OAuth 2.0 - Client Credentials

Link Account · OAuth 2.0 - Client Credentials

​Actions

​Events

Getting Started

Actions

Events