Popular ways to use Filevine workflows

• Create Filevine contacts from new ClientRock meetings

  

  by Zapier

  Zapier

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  • +2
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  ClientRock, Formatter by Zapier, Filevine

  ClientRock + Formatter by Zapier + Filevine

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  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

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  Create Filevine contacts from new ClientRock meetings

  

  by Zapier

  Zapier

  Create Filevine contacts from new ClientRock meetings

  Try it

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  • +2
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  ClientRock, Formatter by Zapier, Filevine

  ClientRock + Formatter by Zapier + Filevine

• Send messages in Case Status for new Filevine events

  

  by Zapier

  Zapier

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  • 

  Filevine, Case Status

  Filevine + Case Status

  More details

  1. 

     When this happens

     Step 1: New Event

  2. 

     Then do this

     Step 2: Send Message

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  Send messages in Case Status for new Filevine events

  

  by Zapier

  Zapier

  Send messages in Case Status for new Filevine events

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  Filevine, Case Status

  Filevine + Case Status

• Close Case Status cases for new Filevine phase updates

  

  by Zapier

  Zapier

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  Filevine, Filter by Zapier, Case Status

  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

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  Close Case Status cases for new Filevine phase updates

  

  by Zapier

  Zapier

  Close Case Status cases for new Filevine phase updates

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  Filevine, Filter by Zapier, Case Status

  Filevine + Filter by Zapier + Case Status

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

  

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  Zapier

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  Filevine, Filter by Zapier, Case Status

  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

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

  

  by Zapier

  Zapier

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

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  Filevine, Filter by Zapier, Case Status

  Filevine + Filter by Zapier + Case Status

• Create cases in Case Status when new Filevine projects

  

  by Zapier

  Zapier

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  • +2
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  Filevine, Case Status

  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

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  Create cases in Case Status when new Filevine projects

  

  by Zapier

  Zapier

  Create cases in Case Status when new Filevine projects

  Try it

  • 
  • +2
  • 

  Filevine, Case Status

  Filevine + Case Status

• Send Case Status messages for new Filevine events

  

  by Zapier

  Zapier

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  Filevine, Delay by Zapier, Case Status

  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

  See Zap detailsTry it

  Send Case Status messages for new Filevine events

  

  by Zapier

  Zapier

  Send Case Status messages for new Filevine events

  Try it

  • 
  • 
  • 

  Filevine, Delay by Zapier, Case Status

  Filevine + Delay by Zapier + Case Status

• 

  New Event

  Triggers on a new event.

  Trigger

  Instant
• 

  Create Collection Item

  Creates a new collection item.

  Action

  Write
• 

  Create Contact

  Creates a new contact.

  Action

  Write
• 

  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
• 

  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
• 

  Update Form

  Updates an existing form.

  Action

  Write
• 

  Create Project

  Creates a new project.

  Action

  Write
• 

  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