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Case Status + Filevine

Send messages in Case Status for new Filevine events

Tired of calling your client every time to remind them of an appointment? This Zapier integration saves you the time and effort, automatically creating a custom message to your client in Case Status when a calendar event is created within a project in Filevine.

Tired of calling your client every time to remind them of an appointment? This Zapier integration saves you the time and effort, automatically creating a custom message to your client in Case Status when a calendar event is created within a project in Filevine.

  1. When this happens...
    FilevineFilevine
    New Event

    Triggers on a new event.

    TriggerInstant
  2. automatically do this!
    Case StatusCase Status
    Send Message

    Send a Message on a 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