Filevine Integrations

Project Management

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Google Sheets

Google, Spreadsheets

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Developer Tools, Zapier

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Developer Tools, Zapier

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Developer Tools, Zapier

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Developer Tools, Zapier

Gmail

Email, Google

Slack

Team Chat

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Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Formatter by Zapier

Documents, Zapier

Paths by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Code by Zapier

Developer Tools, Zapier

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Formatter by Zapier

Documents, Zapier

Paths by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Code by Zapier

Developer Tools, Zapier

Delay by Zapier

Developer Tools, Zapier

Gmail

Email, Google

Slack

Team Chat

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Quickly automate Filevine integrations with Zapier's templates

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

Send Slack channel messages when new clients are moved to settlement phases in Filevine
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Filevine + Filter by Zapier + Slack

Create Filevine contacts from new ClientRock meetings

ClientRock + Formatter by Zapier + Filevine

Send messages in Case Status for new Filevine events

Filevine + Case Status

Close Case Status cases for new Filevine phase updates

Filevine + Filter by Zapier + Case Status

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

Filevine + Filter by Zapier + Case Status

Send Case Status messages for new Filevine events

Filevine + Delay by Zapier + Case Status

Add client data from new SimplyConvert events to Filevine

SimplyConvert + Filevine

Create cases in Case Status from new Filevine events

Filevine + Case Status

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

Filevine + Filter by Zapier + Slack

Supported triggers and actions

What does this mean?

- EventRequired
- Load additional data?
  We'll load additional Filevine data related to the event.
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
Action
Write
- ProjectRequired
- Project TypeRequired
  Select the project type associated with the project.
Action
Write
- Project TypeRequired
- Project NameRequired
- ContactRequired
- Incident Date
Action
Write
- ProjectRequired
- Project TypeRequired
  Select the project type associated with the project.
- CollectionRequired
- Item IDRequired
Action
Write

- ProjectRequired
- Project TypeRequired
  Select the project type associated with the project.
- CollectionRequired
- Search ByRequired
Action
Search
- Document IDRequired
Action
Search

- Search ByRequired
Action
Search
- FieldRequired
  Which project field do you want to search by?
Action
Search
- ProjectRequired
- Project TypeRequired
  Select the project type associated with the project.
- CollectionRequired
- Search ByRequired
Action
Search or write
- FieldRequired
  Which project field do you want to search by?
- Project TypeRequired
- Project NameRequired
- ContactRequired
- Incident Date
Action
Search or write

- ProjectRequired
- Project TypeRequired
  Select the project type associated with the project.
- CollectionRequired
Action
Write
- ProjectRequired
- Project TypeRequired
  Select the project type associated with the project.
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
  Select the project type associated with the project.
Action
Write
- ProjectRequired
- Project TypeRequired
  Select the project type associated with the project.
- Project Name
- Incident Date
- Description
- Case Number
Action
Write
- FieldRequired
  Which contact field do you want to search by?
Action
Search
- Project TypeRequired
- NameRequired
- Project
Action
Search
- Project TypeRequired
- Search ByRequired
Action
Search
- FieldRequired
  Which project type field do you want to search by?
Action
Search
- FieldRequired
  Which contact field do you want to search by?
- First NameRequired
- Last Name
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
Action
Search or write

About Filevine

Filevine is a modern case management system for law firms.

Related categories

Project Management

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Popular Filevine Integrations