ClientRock + Filevine + Formatter by Zapier
Create Filevine contacts from new ClientRock meetings
This integration will automatically create a new contact in Filevine when a potential client books a new ClientRock consultation.
This integration will automatically create a new contact in Filevine when a potential client books a new ClientRock consultation.
- When this happens...New Meeting
Triggers when a new meeting is created.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create Contact
Creates a new contact.
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- 14 day trial for premium features & apps
TeamRequired
Try ItTeamRequired
Engagement TemplateRequired
Contact NameRequired
Contact EmailRequired
Contact Phone
TransformRequired
TransformRequired
TeamRequired
Engagement TemplateRequired
Contact NameRequired
Contact EmailRequired
Contact Phone
TransformRequired
TransformRequired
EventRequired
Load additional data?
Try It
About ClientRock
ClientRock is an online booking tool made for attorneys to book consultations and get paid all in one step.
Related categories
About Filevine
Filevine is a modern case management system for law firms.
Related categories
About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.