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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.

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.

  1. When this happens...
    FilevineFilevine
    New Event

    Triggers on a new event.

    TriggerInstant
  2. automatically do this...
    FilevineFilevine
    Find Contact

    Finds a contact by searching.

    ActionSearch
  3. then do this...
    FilevineFilevine
    Find User

    Finds a user by searching.

    ActionSearch
  4. then do this!
    Case StatusCase Status
    Create a New Case

    Create a New Case.

    ActionWrite
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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

    Action
    Write
    • ProjectRequired

    • Project TypeRequired

    Action
    Write
    • ProjectRequired

    • Project TypeRequired

    Action
    Write
    • ProjectRequired

    • Project TypeRequired

    Action
    Write
case-status logo
case-status logo

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.
Help

Related categories

  • App Builder

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier