Filevine + Realaml Integrations, Built by an AI Agent
Put Filevine + Realaml to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Filevine and Realaml
See the kind of workflows teams build with Filevine and Realaml below — describe the exact one you want above and the Agent builds it on demand.
Filevine + Realaml
When a document is declined in Realaml, post an alert note on the project file in Filevine.
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Track security event investigations in project boards
When a security event occurs in Realaml, automatically create a task in Filevine so the operations team can investigate and document resolution steps.
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Create onboarding task lists for new users
When a new user is created in Realaml, automatically create a task in Filevine to guide team managers through the onboarding checklist.
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Assign security roles when access tasks complete
When an access request task is marked completed in Filevine, automatically assign the specified role to the user in Realaml.
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Browse the full workflow library →
Looking to achieve something else with Filevine and Realaml?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Filevine and Realaml
Everything Filevine and Realaml can do inside a workflow — the triggers that start one and the actions that run when it fires.
Filevine Explore Filevine →
A legal case management platform that helps law firms manage documents, client communication, task assignments, and case deadlines.
TriggersTriggers on a new event.
Creates a new collection item.
Creates a new contact.
Creates a reference to data in a project. This action supplies the data output to a "Copy Data To" action, which should be included in your Zap as a subsequent step.
Copies data from a reference to a project. This action depends on the data output from a "Copy Data From" action, which should be included in your Zap as a prior step.
Updates an existing form.
Creates a new project.
Realaml Explore Realaml →
Realaml is an anti-money laundering and customer identity verification service designed for real estate and financial firms.
TriggersTriggers when a Realaml check is created. Creation-billed checks wait for pricing; deferred-billing checks may report pending pricing.
Triggers when a Realaml e-sign document is completed.
Triggers when a Realaml e-sign document is created.
Triggers when a Realaml e-sign document is declined.
Triggers when a Realaml e-sign document expires.
Triggers when a Realaml e-sign document fails.
Create a Realaml e-sign document from a draft/template and send it.
Send a Realaml form for completion
Create and immediately run a Quick ID, PEP, or PEP company check.
Create and send a Realaml check for the customer to complete.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Other Security & Identity Tools apps on Knit
Explore more Security & Identity Tools integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
6clicks
A risk and compliance management platform that helps businesses streamline governance, risk assessment, and policy implementation.
Acronis Cyber Protect Cloud
Acronis Cyber Protect Cloud provides integrated backup, disaster recovery, cybersecurity, and endpoint protection management software for service providers.
Bread & Butter
A website authentication and user identification tool that simplifies single sign-on access and collects visitor lead details.
Clerk
Clerk is an AI safety platform that detects, monitors, and moderates content to ensure compliance in artificial intelligence workflows.
Concord
Concord is a data privacy management platform that helps businesses manage user consent, handle privacy requests, and maintain compliance.
Cyber Aware
Cyber Aware is a cybersecurity training platform that offers automated phishing simulations and security awareness education for corporate employees.
Detectify
An automated web application security scanner that identifies vulnerabilities and assets across external digital attack surfaces.
Didit
Didit is an identity verification and digital authentication platform offering biometric checks, fraud prevention, and compliance solutions.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Filevine + Realaml
Is there a pre-built Filevine + Realaml automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Filevine and Realaml's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Filevine or Realaml connector?
No. The Agent works whether or not Filevine or Realaml already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why connect project management tools like Filevine with identity platforms like Realaml?
It ensures security alerts in Realaml are tracked systematically as tasks in Filevine, while completed tasks in Filevine can directly adjust user roles and permissions in Realaml.
Can security events in Realaml generate tasks in Filevine?
Yes, whenever Realaml detects a new security event or account creation, Filevine can automatically create a task for team investigation.