Filevine Integrations
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Popular ways to use Filevine workflows
- Create Filevine contacts from new ClientRock meetings
Create Filevine contacts from new ClientRock meetings
- Send messages in Case Status for new Filevine events
Send messages in Case Status for new Filevine events
- Close Case Status cases for new Filevine phase updates
Close Case Status cases for new Filevine phase updates
- Update case statuses in Case Status when phases are newly-updated in Filevine
Update case statuses in Case Status when phases are newly-updated in Filevine
- Create cases in Case Status when new Filevine projects
Create cases in Case Status when new Filevine projects
- New EventTriggers on a new event.Trigger
- Create Collection ItemCreates a new collection item.Action
- Create ContactCreates a new contact.Action
- Copy Data FromCreates 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
- Copy Data ToCopies 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
- Update FormUpdates an existing form.Action
- Create ProjectCreates a new project.Action
- Toggle SectionToggles a project section's visibility.Action
- 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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