Connecting Filevine to Zapier, Workato, or any other automation platform starts with a Personal Access Token, or PAT.

This Tip Tuesday walks through the full setup: activating your integration in the Advanced menu, creating a service account, and generating your token. Keep in mind, you only see the token once, so copy it before you close the window, and be sure to extend the expiration date after you create it so you're not scrambling to renew it every three months.