Zapier makes it easy to integrate Dialpad with Filevine - no code necessary. See how you can get setup in minutes.
A trigger is the event that starts your Zap—like a "Call State Changed" from Dialpad.
An action happens after the trigger—such as "Create Collection Item" in Filevine.
Zapier seamlessly connects Dialpad and Filevine, automating your workflow.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
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Keep organized communication records by logging important SMS messages sent via Dialpad directly into relevant Filevine case projects. This ensures all communication is centralized and reduces manual input, saving time and minimizing errors when managing client cases.
Business OwnerWhen the call state on Dialpad changes—indicating a completed call—Zapier can update or record details in a corresponding Filevine project. This streamlines project tracking without requiring manual updates, ensuring that project communications remain synchronized and actionable.
Project Management
