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Case Status + Filevine + Delay by Zapier

Send Case Status messages for new Filevine events

Make sure your clients get an invite message automatically with this Zapier integration! A delay can be set to send a new Case Status message after a certain time that the project has been created in Filevine. Provide an even better experience by giving your clients access to their case on Case Status sooner after the intake process.

Make sure your clients get an invite message automatically with this Zapier integration! A delay can be set to send a new Case Status message after a certain time that the project has been created in Filevine. Provide an even better experience by giving your clients access to their case on Case Status sooner after the intake process.

  1. When this happens...
    FilevineFilevine
    New Event

    Triggers on a new event.

    TriggerInstant
  2. automatically do this...
    Delay by ZapierDelay by Zapier
    Delay For

    Waits for a set amount of time before completing your Actions.

    ActionWrite
  3. then 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
delay logo
delay logo

About Delay by Zapier

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

Related categories