Setup Filevine and Create a PAT For Zapier

Use this guide to configure Filevine to work with Zapier by following the steps outlined below: Step 1. Create a Service Account for Zapier; Step 2. Enable the Zapier Integration; and Step 3. Create a Personal Access Token (PAT).
 

ℹ️ Note: The the old version of the connector (v2.4.4 and v2.4.6) was deprecated and made unavailable on: December 2nd, 2025. Please follow the article below to setup Filevine for Zapier, and then upgrade your existing Zaps to restore your Zapier automations if they were paused/disabled.

⚠️ Note: You must have "Tenant Admin" access to follow Steps 1-3 below. If you do not see the Service Accounts or Integrations menus in Filevine, you may need to request more access from your account admin.

⚙️ Step 1: Enable the Zapier Integration

1. Log in to Filevine as an Account Admin.
2. Click the hamburger menu (☰) in the top-left corner.
3. Go to Advanced.
4. In the left-side dropdown menu, click Integrations.
5. Scroll down or search to find Zapier at the bottom of the list.
6. In the same row, click the Activate button on the right. Once activated, the button will become a red "Deactivate" button, as seen in Figure 1 below, to let you know that the integration has been activated.
   
   
   Figure 1. Integrations menu showing that the Zapier integration has been activated.
    

🧱 Step 2: Create a Service Account for Zapier

1. While still in the Advanced section in Filevine, select Service Accounts.
2. Under Service Accounts, click on “Search for an Org” and select the tenant you want to connect Zapier to.
3. Check if a Zapier-related service account already exists--look for an account with an email address similar to: zapier@filevine-cpi-service-accounts.com
   • If not, click the “+ New” button in the top-right corner (shown boxed in red in Figure 2 below).
   
   
   Figure 2. Service Accounts Menu showing the Zapier service account already created.
    
4. In the "New Service Account" popup:
   • Click on the first dropdown beneath "New Service Account", and select Zapier from the dropdown list (see arrow 1. in Figure 3 below).
   • Under Permissions, leave All Permissions selected.
   • Click Create (see arrow 2. in Figure 3 below).
   
   
   Figure 3. Creating a new Service Account for Zapier

🔐 Step 3: Create a Personal Access Token (PAT)

1. While logged into your Filevine account, click your user icon (your initials) in the top-right corner of the page.
2. Select Manage My Account.
3. Once you're in the "Account Manager" area, click Access Tokens in the left-side menu.
4. Ensure the Personal Access Tokens tab is selected, and click the “+ New” button (See 1. in Figure 4 below).
5. Fill out the form that appears beneath the button:
   • Name: Choose something like: "Zapier".
   • User: Type in "Zapier", and select the Zapier service account, which looks like: zapier@filevine-cpi-service-accounts.com, as the User/Service account.
   • Scopes: At a minimum, select:
     • ✅ Filevine API Access
     • ✅ Webhook API Access
6. Click Create in the bottom right-hand corner (See arrow 2. in Figure 4 below).
7. Copy and securely save the Personal Access Token shown — it will not be shown again.
8. Click Done.
   
   
   Figure 4. Access Tokens menu underneath the "Manage My Account" area.
    
    

You can now proceed with connecting to Filevine in Zapier. 

If you have trouble following the steps outlined in this article and need additional help getting connected to Filevine in Zapier with PATs, please contact Vineskills support: support@vineskills.com