Filevine Integrations

Name: Zapier
Availability: InStock

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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Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

ActiveCampaign

Marketing Automation

Jotform

Forms & Surveys

Campaign Monitor

Email Newsletters

Google Drive

File Management & Storage, Google

Airtable

Databases

Microsoft Office 365

Email, Microsoft

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

ActiveCampaign

Marketing Automation

Jotform

Forms & Surveys

Campaign Monitor

Email Newsletters

Google Sheets

Google, Spreadsheets

HubSpot

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

ActiveCampaign

Marketing Automation

Jotform

Forms & Surveys

Campaign Monitor

Email Newsletters

Google Drive

File Management & Storage, Google

Airtable

Databases

Microsoft Office 365

Email, Microsoft

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Filevine integrations with Zapier's templates

Create Filevine contacts from new ClientRock meetings
Details
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ClientRock + Formatter by Zapier + Filevine
Send messages in Case Status for new Filevine events
Details
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Filevine + Case Status
Close Case Status cases for new Filevine phase updates
Details
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Filevine + Filter by Zapier + Case Status
Update case statuses in Case Status when phases are newly-updated in Filevine
Details
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Filevine + Filter by Zapier + Case Status
Send Case Status messages for new Filevine events
Details
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Filevine + Delay by Zapier + Case Status
Add client data from new SimplyConvert events to Filevine
Details
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SimplyConvert + Filevine

Create Filevine contacts from new ClientRock meetings

Details

Try it

ClientRock + Formatter by Zapier + Filevine

Send messages in Case Status for new Filevine events

Details

Try it

Filevine + Case Status

Close Case Status cases for new Filevine phase updates

Details

Try it

Filevine + Filter by Zapier + Case Status

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

Details

Try it

Filevine + Filter by Zapier + Case Status

Send Case Status messages for new Filevine events

Details

Try it

Filevine + Delay by Zapier + Case Status

Add client data from new SimplyConvert events to Filevine

Details

Try it

SimplyConvert + Filevine

Create cases in Case Status from new Filevine events

Details

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Filevine + Case Status

Send Slack channel messages when new clients are moved to settlement phases in Filevine

Details

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Filevine + Filter by Zapier + Slack

Create Filevine contacts from new Google Sheets rows

Details

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Google Sheets + Filevine

Update Filevine forms when new Google Sheets rows are added

Details

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Google Sheets + Filevine

Update Filevine forms from new or updated Google Sheets rows

Details

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Google Sheets + Filevine

Create new Filevine contacts from Gravity Forms submissions

Details

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Gravity Forms + Filevine

Create cases in Case Status from new Filevine events
Details
Try it
Filevine + Case Status
Send Slack channel messages when new clients are moved to settlement phases in Filevine
Details
Try it
Filevine + Filter by Zapier + Slack
Create Filevine contacts from new Google Sheets rows
Details
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Google Sheets + Filevine
Update Filevine forms when new Google Sheets rows are added
Details
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Google Sheets + Filevine
Update Filevine forms from new or updated Google Sheets rows
Details
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Google Sheets + Filevine
Create new Filevine contacts from Gravity Forms submissions
Details
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Gravity Forms + Filevine

Supported triggers and actions

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.

- Event
  Required
- Load additional data?
Trigger
Instant
Try It
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Item ID
  Required
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field
  Required
Action
Search

- Project Type
  Required
- Name
  Required
- Project
  Required
Action
Search
- Project Type
  Required
- Field
  Required
Action
Search
- Field
  Required
Action
Search
- Field
  Required
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Search or write

- Project
  Required
- Project Type
  Required
- Collection
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
- ProjectName
  Required
- IncidentDate
- Description
- Case Number
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search
- Document ID
  Required
Action
Search
- Field
  Required
Action
Search
- Field
  Required
Action
Search
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search or write
- Field
  Required
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Search or write

Filevine Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Filevine

Filevine is a modern case management system for law firms.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Filevine Integrations

Do more with Filevine integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Filevine integrations with Zapier's templates

Create Filevine contacts from new ClientRock meetings

Send messages in Case Status for new Filevine events

Close Case Status cases for new Filevine phase updates

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

Send Case Status messages for new Filevine events

Add client data from new SimplyConvert events to Filevine

Create Filevine contacts from new ClientRock meetings

Send messages in Case Status for new Filevine events

Close Case Status cases for new Filevine phase updates

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

Send Case Status messages for new Filevine events

Add client data from new SimplyConvert events to Filevine

Create cases in Case Status from new Filevine events

Send Slack channel messages when new clients are moved to settlement phases in Filevine

Create Filevine contacts from new Google Sheets rows

Update Filevine forms when new Google Sheets rows are added

Update Filevine forms from new or updated Google Sheets rows

Create new Filevine contacts from Gravity Forms submissions

Create cases in Case Status from new Filevine events

Send Slack channel messages when new clients are moved to settlement phases in Filevine

Create Filevine contacts from new Google Sheets rows

Update Filevine forms when new Google Sheets rows are added

Update Filevine forms from new or updated Google Sheets rows

Create new Filevine contacts from Gravity Forms submissions

Supported triggers and actions

Filevine Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Filevine Integrations

Popular Filevine Integrations

Filevine Integrations

Do more with Filevine integrations

Join millions worldwide who automate their work using Zapier

Create Filevine contacts from new ClientRock meetings

Send messages in Case Status for new Filevine events

Close Case Status cases for new Filevine phase updates

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

Send Case Status messages for new Filevine events

Add client data from new SimplyConvert events to Filevine

Create Filevine contacts from new ClientRock meetings

Send messages in Case Status for new Filevine events

Close Case Status cases for new Filevine phase updates

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

Send Case Status messages for new Filevine events

Add client data from new SimplyConvert events to Filevine

Create cases in Case Status from new Filevine events

Send Slack channel messages when new clients are moved to settlement phases in Filevine

Create Filevine contacts from new Google Sheets rows

Update Filevine forms when new Google Sheets rows are added

Update Filevine forms from new or updated Google Sheets rows

Create new Filevine contacts from Gravity Forms submissions

Create cases in Case Status from new Filevine events

Send Slack channel messages when new clients are moved to settlement phases in Filevine

Create Filevine contacts from new Google Sheets rows

Update Filevine forms when new Google Sheets rows are added

Update Filevine forms from new or updated Google Sheets rows

Create new Filevine contacts from Gravity Forms submissions

Filevine Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Filevine Integrations

Popular Filevine Integrations

Connect Your App Accounts to Zapier