Getting Started
Start your Filevine–Zapier journey with clear, step-by-step guidance for connecting your Filevine environment to Zapier using Personal Access Tokens (PATs). This section walks you through the essential setup, requirements, and first actions so you can start building reliable automations with confidence.
- Adding Payments Scope to your PAT
- Setup Filevine and Create a PAT For Zapier
- Connect Zapier to Filevine (Using PATs)
- How to check if my Filevine Org is currently using Zapier, and whether it needs to be upgraded to PATs
- Upgrade/Migrate Filevine from a Legacy Version (API Keys) To Using PATs in Zapier