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Case Status + Filevine

Create cases in Case Status from new Filevine events

Tired of creating your client's case on multiple platforms? This Zapier integration will help, automatically creating a case in Case Status once a new project has been created in Filevine, so you can focus on doing your job.

When this happens...
New EventTriggers on a new event.
TriggerInstant
automatically do this...
Find ContactFinds a contact by searching.
ActionSearch
then do this...
Find UserFinds a user by searching.
ActionSearch
then do this!
Create a New CaseCreate a New Case.
ActionWrite

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More things you can do with Filevine and Case Status

Discover other triggers and actions you can use with Filevine and Case Status

- Event
  Required
- Load additional data?
Trigger
Instant
Try It
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Item ID
  Required
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field
  Required
Action
Search

- Project Type
  Required
- Name
  Required
- Project
Action
Search
- Search By
  Required
Action
Search
- Field
  Required
Action
Search
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search or write
- Field
  Required
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Search or write
New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
Trigger
Polling
Try It
- Case Id
  Required
- Appointment Integration Id
  Required
- Appointment Type
  Required
- Date and Time
  Required
- Appointment Title
  Required
- Provider Type
- Provider Name
- Office Name
- Address/URL
- Description
- Attendees
Action
Write
- Readable ID
  Required
- Integration Id
- Create New Client
  Required
- Client Phone Number(s)
  Required
- Client Email
- Client First Name
- Client Last Name
- Primary Attorney
  Required
- Attorney Email List
- Paralegal Email List
- Closed Date
- Case Date
- Case Type
- Case Status
- Description
Action
Write
- Case ID
  Required
- Integration ID
- Status Name
- Stop Zap if Status not Found
  Required
- Stop Zap if Case not Found
  Required
Action
Write

- Project
  Required
- Project Type
  Required
- Collection
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
- Project Name
- Incident Date
- Description
- Case Number
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search
- Document ID
  Required
Action
Search
- Project Type
  Required
- Section Selector
  Required
- Project
Action
Search
- Project Type
  Required
- Search By
  Required
Action
Search
- Field
  Required
Action
Search
- Field
  Required
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Search or write
New File Activity
Triggers when there is a new file added by a client to any case on your firm.
Trigger
Polling
Try It
- Case
  Required
- Integration Id
Action
Write
- Readable ID
  Required
- Client Phone Number
  Required
- Create New Client
  Required
- Client Email
- Client First Name
- Client Last Name
- Description
- Closed Date
- Case Date
- Attorney
  Required
- Case Type
- Case Status
- Paralegal
- Integration Id
Action
Write
- Case ID
  Required
- Integration ID
- Message Content
  Required
Action
Write

About Case Status

Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.

HelpHelp

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About Filevine

Filevine is a modern case management system for law firms.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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Close Case Status cases for new Filevine phase updates

Update case statuses in Case Status when phases are newly-updated in Filevine