Call Connector | Filevine Integration

Filevine

Requirements

The user connecting Filevine must be a Filevine Account Admin in order to generate the Personal Access Token (PAT) that is required for this connection.

Connecting Filevine

Sign into ion8 Connect. Navigate to the Call Connector dashboard, and then the App Authorization tab. Click on Filevine in the list of apps.

In the pop-up, you will be prompted to enter a Personal Access Token (PAT) and an Org ID.

It’s best practice to assign a service account to the PAT.

Creating a Service Account

In Filevine, in the left-hand navigation sidebar, click on "Advanced". Then, select "Service Accounts". Select your organization, and click "New".
Advanced configuration page, left sidebar with navigation links in Filevine.
Organization selection form on the Filevine Service Accounts page.
Filevine service accounts page.

Obtaining your Org ID

Click your profile picture/icon in the top right of the screen, and select "Filevine Settings", then select "Orgs" on the left. If you are an Org Admin, or an Account Admin, you should see the org ID on this page.
The organization management page in Filevine.

Creating a Personal Access Token (PAT)

Click your profile picture/icon in the top right of the screen, and select "Manage My Account", then select "Access Tokens" on the left.
Access tokens page in Filevine.
Click on "New" to create a new token. Give your token a name, and assign the service account as the user. Select the "Filevine API Access scope", and then click "Create".
Filevine access token creation form.
You will only be able to view your token once. Copy it, and paste it into the pop-up in Connect.
Filevine connection form in ion8 Connect.
Click on "Continue". You will briefly see a spinner, and then a success message on successful connection.

How Events Are Logged

Note that, at a minimum, a Contact and a Project are absolutely required to log anything into Filevine. This is because every record must be associated with a Project, and each Project must be associated with a Contact.

In Filevine, a Project is the equivalent of a Matter.

If the user disables Contact Creation, we will not be able to log any event if we do not find a contact.

Which Project will events be logged to?

Because all Notes in Filevine absolutely require a Project in order to be created, Call Connector will automatically log all events as Notes on the most recently updated Project for the contact associated with the event.

Call

Calls are logged as Notes in the Phone Call category.
Calls logged as Note records, Phone Call category in a Filevine Project.
Clicking on a call log record expands it.

SMS

SMS are logged as generic Notes.
SMS logged as a Note in a Filevine Project.

Fax

Faxes are logged as Documents.
The Docs page for a Filevine Project.
The “Call Connector Fax” folder, where we store fax logs.

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