How to Send Dokan Data to Filevine

Filevine is a legal practice management platform. Here is how to pipe Dokan vendor straight into Filevine using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to legal practice management. No task meter, no monthly bill.

What you will need

• A WordPress site with Dokan installed and configured.
• A Filevine account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Filevine to AFI

Filevine uses OAuth 2.0 for authentication. In AFI → Settings → Filevine, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Dokan to Filevine.

2. Pick your trigger

Select Dokan as the form provider. AFI fires when a vendor registers or a product is submitted, giving you access to vendor name, email, store name, product title, and store category.

3. Select Filevine as the destination

Choose Filevine from the platform dropdown and pick Add Project. This creates a project in Filevine.

4. Map fields

Match each Filevine field on the left to the corresponding Dokan field on the right. Common mappings include vendor name, email, store name, product title, and store category. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Dokan. Check Filevine to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name and email to Filevine with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Dokan events trigger the integration?

AFI fires when a vendor registers or a product is submitted. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Dokan to Filevine in minutes.