Motivated Marketing

Integrations & Instructions

Industry integrations

Case-management platforms we integrate with for legal practices. Detailed step-by-step instructions are coming soon.

DentalLegalHealthcare
Filevine

Filevine

Cloud-based legal case and matter management.

Integration in progress

Filevine × Motivated Marketing

Once your team completes the three steps below, we can flip the integration to live.

Steps
3
Effort
~10m
Risk
Low
Least-privilege

A scoped service account — never a real user's credentials.

One-time setup

Generate once, and we handle the rest of the wiring.

Revocable anytime

Rotate or revoke the PAT in Filevine without touching Motivated Marketing.

  1. STEP 01

    Create the Service Account

    A dedicated, non-personal Filevine user that owns the integration's permissions.

    Filevine Account / Tenant Admin ~5 min
    • Log in to Filevine.
    • Open Main Menu → Advanced → Service Accounts.
    • Click New and select the appropriate integration.
    • Grant only the permissions the integration requires.
    • Click Create.
    Pro tip · API access reflects whatever permissions are granted here. Start with the minimum needed — you can expand later.
  2. STEP 02

    Generate a Personal Access Token

    A PAT tied to the service account is how Motivated Marketing authenticates into your Filevine tenant.

    Same admin who created the service account ~3 min
    • Click your profile icon (top right) → Manage My Account.
    • Go to Access Tokens → Personal Access Tokens.
    • Click + New and associate it with the service account above.
    • Select the required scopes (typically Filevine API Access).
    • Click Create and copy the PAT immediately — it is only shown once.
    Pro tip · If you miss the copy step, just generate a new PAT — old ones can be revoked safely.
  3. STEP 03

    Securely share access with Motivated Marketing

    Send the credentials over an encrypted channel so we can finish wiring the integration.

    Your admin → Motivated Marketing DevOps ~2 min
    • The Personal Access Token (PAT).
    • The associated Service Account name / email.
    • Your Filevine Org / Tenant identifier.
    • Any API or base URL details Filevine provided for your environment.
    Pro tip · Use a password manager share link or encrypted transfer — never paste the PAT into plain email or chat.
For Account Admins

Enable a Certified Partner Integration

If Motivated Marketing (or another vendor) is already listed as a Certified Partner Integration (CPI) in your Filevine instance, an Account Admin can flip it on directly. Use the steps below — they complement the credentials flow above.

Filevine docs
Account Admin only Advanced tools ~8 min total
  1. STEP 01

    Activate the Integration

    Authorize the Certified Partner Integration (CPI) inside your Filevine tenant.

    Filevine Account Admin ~2 min
    • Navigate to Main Menu → Advanced → Integrations.
    • Find the integration you want to enable in the list.
    • Click Learn More to review the integration's permissions and scopes.
    • Click Activate to authorize the integration for your environment.
    Pro tip · Activation is intentionally separate from the next steps — it's the explicit Account Admin sign-off that the integration may connect.
  2. STEP 02

    Create a Service Account (PAT integrations only)

    If the integration uses OAuth 2.0, you're done after activation. For PAT-based integrations, create a dedicated service account.

    Filevine Account Admin ~3 min
    • Navigate to Main Menu → Advanced → Service Accounts.
    • Click New and select the integration from the dropdown.
    • Enter a Name and Unique Name for the service account.
    • Choose All Permissions, or pick 'I'll add permissions manually later' for granular control.
    • Click Create.
    Pro tip · OAuth 2.0 integrations finish authorization automatically on the next login — no service account or PAT needed.
  3. STEP 03

    Generate the PAT and share it

    Mint a Personal Access Token tied to the service account, then hand it to the integration developer.

    Filevine Account Admin → Integration Developer ~3 min
    • Open Account Manager → Personal Access Tokens.
    • Create a new PAT and associate it with the service account from Step 2.
    • Copy the PAT immediately — it is only displayed once.
    • Share the PAT with the integration developer over an encrypted channel.
    Pro tip · The integration can only reach the areas of Filevine you've granted to its service account — keep permissions tight.
Not on the CPI list yet? Vendors can build their own Certified Partner Integration using either Personal Access Tokens (PATs) or OAuth 2.0. Reach out to Motivated Marketing DevOps if you'd like guidance on getting listed.

Never share PATs over plain email or chat

Use an encrypted password-sharing tool (1Password, Bitwarden, Keeper, etc.) and send the secure link to your Motivated Marketing contact. Treat the PAT like a production password.

Send the secure share link to

Your Motivated Marketing integrations contact

support@motivatedmarketing.com

Email Motivated Marketing