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How to Integrate with Filevine

Published 8/8/2025
Initial Setup

A step-by-step guide on integrating with Filevine, including creating a Service Account, generating a PAT, and linking it to Quilia.

Follow these steps to connect Filevine with Quilia by creating a Service Account and generating a Personal Access Token (PAT).

1. Access Filevine Advanced Settings

Click the hamburger icon in the top-left corner.

Select Advanced.

Screenshot of the Filevine sidebar with an arrow pointing to the “Advanced” option beneath Setup
Navigate to the Advanced section in Filevine via the sidebar menu

2. Create a New Service Account in Filevine

1. Go to Service Accounts.

2. Select your organization.

3. Click + New.

Screenshot of the Filevine Advanced menu with “Service Accounts” selected, showing a list of accounts and an arrow pointing to the “New” button
Access the Service Accounts section in Filevine and click “New” to create a new account

3. Configure the Service Account

Name the Service Account “Quilia App” so it’s easy to recognize later.

Select All Permissions.

Click Save.

Screenshot of the New Service Account form in Filevine with “Ad Hoc” selected, name set to “Quilia App,” and “All Permissions” chosen
Fill out the New Service Account form in Filevine, select Ad Hoc, name it Quilia App, and enable All Permissions

4. Navigate to Manage My Account

Click your avatar or letter icon in the top-right corner.
Select Manage My Account from the menu.

Screenshot of the Filevine interface showing the user profile menu open with an arrow pointing to “Manage My Account”
Click your profile icon in Filevine and select “Manage My Account” to access account manager page

5. Create a New Personal Access Token

In the left menu, click Access Tokens.

Click + New in the top-right corner.

Screenshot of the Filevine Account Manager with “Access Tokens” selected and an arrow pointing to the “New” button
In the Account Manager, go to Access Tokens and click “New” to create a personal access token

Type Quilia App in the Name field.

Make sure the correct scopes are selected and hit Create at the bottom.

Screenshot of the New Token form in Filevine with the name “Quilia App” and scopes selected for Filevine API Access and Webhook API Access
Create a new token in Filevine, enter a name, and select Filevine API Access and Webhook API Access scopes
Screenshot of the “Copy Your Secret” prompt in Filevine showing a masked secret key and an arrow pointing to the copy icon
Copy your generated secret and save it securely, as you will not be able to view it again in Filevine

Go the portal and paste the Personal Access Token now.

Screenshot of the API Credentials form with fields for Filevine Org ID, Personal Access Token, Client ID, and Client Secret
In Quilia, paste your Personal Access Token

6. Create a New Client Secret

Look for the Generate Secret button after clicking on the Client Secrets tab.

Click it to generate a new secret.

Screenshot of the Access Tokens section in Filevine with the Client Secrets tab selected and an arrow pointing to the “Generate Secret” button
In the Access Tokens section, open the Client Secrets tab and click “Generate Secret” to create a new client secret

For the Description field, put Quilia App and click Generate.

Screenshot of the Generate Secret form in Filevine with an expiration date set to 03/24/2026 and the description “Quilia APP”
Enter Quilia APP in the description for the client secret, then click Generate

Copy the Secret.

Screenshot of the “Copy Your Secret” prompt in Filevine showing a masked client secret and an arrow pointing to the copy icon
Copy your generated client secret

Go to the Portal and paste the Secret.

Screenshot of the API Credentials form in Quilia with fields for Filevine Org ID, Personal Access Token, Client ID, and Client Secret
Enter your Client Secret in Quilia

6. Grab Org ID

Go back to original Filevine tab.

Click the hamburger icon in the top-left corner.

Select Setup.

Screenshot of the Filevine sidebar menu with an arrow pointing to the Setup option
In Filevine, click Setup from the sidebar menu to access org ID

Select Orgs on the left navigation tab and copy the ID.

Screenshot of the Filevine Setup page with “Orgs” selected, showing organization details for Quilia, including the ID field highlighted
In Filevine, navigate to Orgs under Setup to view your organization details and ID

Go to the Portal and paste the Filevine Org ID.

Screenshot of the API Credentials form in Quilia with empty fields for Filevine Org ID, Personal Access Token, Client ID, and Client Secret
Fill in your org ID in Quilia and click Save to connect Filevine

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