Case Status + Filevine + Filter by Zapier
Close Case Status cases for new Filevine phase updates
Don't want to wait for the integration to run through your cases each night? This Zapier automation helps close a case in Case Status when a project in Filevine is updated to a specific phase. A filter will need to be created to close the case based on the phase in Filevine you would like it to be closed in. For example, if the project phase in Filevine exactly matches the phase 'Archived', the case will be closed in Case Status when you update your project to the 'Archived' phase.
Don't want to wait for the integration to run through your cases each night? This Zapier automation helps close a case in Case Status when a project in Filevine is updated to a specific phase. A filter will need to be created to close the case based on the phase in Filevine you would like it to be closed in. For example, if the project phase in Filevine exactly matches the phase 'Archived', the case will be closed in Case Status when you update your project to the 'Archived' phase.
- When this happens...New Event
Triggers on a new event.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Close a Case
Close a case in Case Status
- Free forever for core features
- 14 day trial for premium features & apps
EventRequired
Load additional data?
Try ItFirst NameRequired
Last Name
Phone Numbers
Email Addresses
Address line 1
Address line 2
City
State
Zip code
Label
Contact TypesRequired
ProjectRequired
Project TypeRequired
Project TypeRequired
Project NameRequired
ContactRequired
Incident Date
ProjectRequired
Project TypeRequired
CollectionRequired
ProjectRequired
Project TypeRequired
ProjectRequired
Project TypeRequired
ProjectRequired
Project TypeRequired
