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Filevine Integrations

Do more with Filevine integrations

Zapier lets you connect Filevine with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Integrate Filter by Zapier with Filevine

Filter by Zapier

Developer Tools, Zapier
Integrate Google Sheets with Filevine

Google Sheets

Google, Spreadsheets
Integrate Formatter by Zapier with Filevine

Formatter by Zapier

Documents, Zapier
Integrate Paths by Zapier with Filevine

Paths by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with Filevine

Webhooks by Zapier

Developer Tools, Zapier
Integrate Code by Zapier with Filevine

Code by Zapier

Developer Tools, Zapier
Integrate Delay by Zapier with Filevine

Delay by Zapier

Developer Tools, Zapier
Integrate Gmail with Filevine

Gmail

Email, Google
Integrate Slack with Filevine

Slack

Team Chat
Integrate Filter by Zapier with Filevine

Filter by Zapier

Developer Tools, Zapier
Integrate Google Sheets with Filevine

Google Sheets

Google, Spreadsheets
Integrate Formatter by Zapier with Filevine

Formatter by Zapier

Documents, Zapier
Integrate Paths by Zapier with Filevine

Paths by Zapier

Developer Tools, Zapier
Integrate Webhooks by Zapier with Filevine

Webhooks by Zapier

Developer Tools, Zapier
Integrate Code by Zapier with Filevine

Code by Zapier

Developer Tools, Zapier
Integrate Filter by Zapier with Filevine

Filter by Zapier

Developer Tools, Zapier
Integrate Google Sheets with Filevine

Google Sheets

Google, Spreadsheets
Integrate Formatter by Zapier with Filevine

Formatter by Zapier

Documents, Zapier

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Popular ways to use Filevine workflows

  • Create Filevine contacts from new ClientRock meetings

    • ClientRock logo
    • Filevine logo
    ClientRock + Formatter by Zapier + Filevine
    More details
    1. When this happens

      Step 1: New Meeting

    2. Then do this

      Step 2: Text

    3. Then do this

      Step 3: Text

    4. Then do this

      Step 4: Create Contact

  • Send messages in Case Status for new Filevine events

    • Filevine logo
    • Case Status logo
    Filevine + Case Status
    More details
    1. When this happens

      Step 1: New Event

    2. Then do this

      Step 2: Send Message

  • Close Case Status cases for new Filevine phase updates

    • Filevine logo
    • Filter by Zapier logo
    • Case Status logo
    Filevine + Filter by Zapier + Case Status
    More details
    1. When this happens

      Step 1: New Event

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Close a Case

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

    • Filevine logo
    • Filter by Zapier logo
    • Case Status logo
    Filevine + Filter by Zapier + Case Status
    More details
    1. When this happens

      Step 1: New Event

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Update the Status of a Case

  • Create cases in Case Status when new Filevine projects

    • Filevine logo
    • Case Status logo
    Filevine + Case Status
    More details
    1. When this happens

      Step 1: New Event

    2. Then do this

      Step 2: Find Contact

    3. Then do this

      Step 3: Find User

    4. Then do this

      Step 4: Create a New Case

  • Send Case Status messages for new Filevine events

    • Filevine logo
    • Delay by Zapier logo
    • Case Status logo
    Filevine + Delay by Zapier + Case Status
    More details
    1. When this happens

      Step 1: New Event

    2. Then do this

      Step 2: Delay For

    3. Then do this

      Step 3: Send Message

  • Filevine triggers, actions, and search
    New Event
    Triggers on a new event.
    Trigger
    Instant
  • Filevine triggers, actions, and search
    Create Collection Item
    Creates a new collection item.
    Action
    Write
  • Filevine triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Filevine triggers, actions, and search
    Copy Data From
    Creates a reference to data in a project. This action supplies the data output to a "Copy Data To" action, which should be included in your Zap as a subsequent step.
    Action
    Write
  • Filevine triggers, actions, and search
    Copy Data To
    Copies data from a reference to a project. This action depends on the data output from a "Copy Data From" action, which should be included in your Zap as a prior step.
    Action
    Write
  • Filevine triggers, actions, and search
    Update Form
    Updates an existing form.
    Action
    Write
  • Filevine triggers, actions, and search
    Create Project
    Creates a new project.
    Action
    Write
  • Filevine triggers, actions, and search
    Toggle Section
    Toggles a project section's visibility.
    Action
    Write
  • Filevine

    Updates an existing collection item.

    Scheduled

    Action

  • Filevine

    Updates an existing project.

    Scheduled

    Action

  • Filevine

    Finds a collection item by searching on item id.

    Scheduled

    Action

  • Filevine

    Finds a contact by searching.

    Scheduled

    Action

  • Filevine

    Finds a document by searching.

    Scheduled

    Action

  • Filevine

    Finds a form by searching.

    Scheduled

    Action

  • Filevine

    Finds a user by searching.

    Scheduled

    Action

  • Filevine

    Finds a phase by searching.

    Scheduled

    Action

  • Filevine

    Finds a project by searching.

    Scheduled

    Action

  • Filevine

    Finds a project type by searching.

    Scheduled

    Action

  • Filevine

    Finds a collection item by searching on item id.

    Scheduled

    Action

  • Filevine

    Finds a contact by searching.

    Scheduled

    Action

  • Filevine

    Finds a project by searching.

    Scheduled

    Action

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About Filevine

Filevine is a modern case management system for law firms.
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