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Case Status + Filevine + Filter by Zapier

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

Ever forget to let your client know of new updates on their case? This Zapier integration can help. Once it's active, this Zap automatically updates the status of a case in Case Status whenever you update a phase on a project in Filevine.

Ever forget to let your client know of new updates on their case? This Zapier integration can help. Once it's active, this Zap automatically updates the status of a case in Case Status whenever you update a phase on a project in Filevine.

  1. When this happens...
    FilevineFilevine
    New Event

    Triggers on a new event.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    Case StatusCase Status
    Update the Status of a Case

    Update the Status of 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.
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Related categories

  • App Builder

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories