Birdeye + Filevine

Create new Birdeye customers from new Filevine events

Optimize client management with this effective automation. Once there's a new event in Filevine, this workflow instantly prompts the creation of a new customer in the Birdeye app. Maintain accurate and up-to-date information without having to manually input data or balance events across multiple platforms. In one clean, streamlined operation, this automation reduces your workload and enhances your efficiency.

When this happens...
New Event
Triggers on a new event.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer for a specified business.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

- EventRequired
- Load additional data?
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- Project TypeRequired
- Project NameRequired
- ContactRequired
- Incident Date
Action
Write
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Item IDRequired
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FieldRequired
Action
Search

- Project TypeRequired
- NameRequired
- Project
Action
Search
- Project TypeRequired
- Search ByRequired
Action
Search
- FieldRequired
Action
Search
- FieldRequired
- First NameRequired
- Last Name
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
Action
Search or write
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
Try It
- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write

- ProjectRequired
- Project TypeRequired
- CollectionRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
- Project Name
- Incident Date
- Description
- Case Number
Action
Write
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
Action
Search
- Document IDRequired
Action
Search
- Search ByRequired
Action
Search
- FieldRequired
Action
Search
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
Action
Search or write
- FieldRequired
- Project TypeRequired
- Project NameRequired
- ContactRequired
- Incident Date
Action
Search or write
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
Try It
New Lead
Triggers when new lead is created in birdeye
Trigger
Scheduled
Try It
- Business NumberRequired
Trigger
Instant
Try It
- Business IdRequired
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Related categories

Reviews

About Filevine

Filevine is a modern case management system for law firms.

Learn more

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Birdeye + Filevine

Create new Birdeye customers from new Filevine events

New Event

Load additional data?

Create Contact

First NameRequired

Last Name

Phone Numbers

Email Addresses

Address line 1

Address line 2

City

State

Zip code

Label

Contact TypesRequired

Copy Data To

ProjectRequired

Project TypeRequired

Create Project

Project TypeRequired

Project NameRequired

ContactRequired

Incident Date

Update Collection Item

ProjectRequired

Project TypeRequired

CollectionRequired

Item IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

FieldRequired

Find Form

Project TypeRequired

NameRequired

Project

Find Phase

Project TypeRequired

Search ByRequired

Find Project Type

FieldRequired

Find or Create Contact

FieldRequired

First NameRequired

Last Name

Phone Numbers

Email Addresses

Address line 1

Address line 2

City

State

Zip code

Label

Contact TypesRequired

New Canceled Invoice

New Invoice

New Payment

Create Appointment

ClientIdRequired

First NameRequired

Last Name

Date of Birth

EmailRequired

PhoneRequired

Gender

Business NumberRequired

Appointment IdRequired

Provider Id

Provider First Name

Provider Last Name