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Set up triggers and actions to automate tasks within and outside your Filevine environment

Automated Workflows is a powerful module that lets you connect pre-set "Triggers" to pre-set "Actions" to automate tasks within and outside your Filevine environment. Once configured, VineConnect® acts as a listener to Filevine, waiting for trigger events and executing actions automatically.

How Automated Workflows Work

VineConnect® monitors Filevine for specific events (triggers) and automatically performs actions when those triggers occur. For example, you can set up a trigger to fire when a project enters a specific phase, then automatically send an SMS to the client.

Configuring Triggers

The Configure Triggers tab is where you set up the events VineConnect® should listen for:

Choose a Primary Trigger — Select from Project, Contact, Task, Collection Item, or Calendar Appointment triggers

Select a Trigger Event — Choose what action should activate the trigger (e.g., "Phase Changed")

Apply filters (optional) — Narrow the trigger down further (e.g., only when phase changes to "Discovery")

Name your trigger — Give it a unique, descriptive name

Save and enable — Click save, then toggle "Eligible" to ON to make it available for workflow mapping

Important: When you first save a trigger, the "Eligible" toggle is OFF by default. You must toggle it ON to use it in workflow mappings.

Available Triggers

VineConnect® supports the following trigger types:

Trigger Type	Events	Available Filters
Project Triggers	Created, Phase Changed, Project Hashtag Added	By Project Type, Project Phase, Project Tag
Contact Records	Created, Updated	By Person Type
Task Triggers	Created, Completed, Taskflow Button Activated	Task Assigned to User, Task Completed by User, Task Contains Hashtag, Task is Auto-Generated, Task Created By, Specific Taskflow Button
Collection Items	Created, Deleted	Select Any Collection Section from Any Project Type Template
Calendar Appointment	Created, Updated, Deleted	Calendar selection

Mapping Workflows

Once you've configured and enabled your triggers, use the "Map Your Workflows" tab to connect triggers to actions. Each trigger can execute one or more actions automatically.