Filevine Integrations

Creates a new contact.

Creates a new project.

Creates a new collection item.

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.

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.

Updates an existing form.

Toggles a project section's visibility.

Updates an existing collection item.

Updates an existing project.

Finds a contact by searching.

Finds a project by searching.

Finds a collection item by searching on item id.

Finds a document by searching.

Finds a form by searching.

Finds a user by searching.

Finds a phase by searching.

Finds a project type by searching.

Finds a collection item by searching on item id.

Finds a contact by searching.

Finds a project by searching.