Filevine Integrations

Project Management

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Project Management

ClickFunnels Classic

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Keap Max Classic

Marketing Automation

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Developer Tools, Zapier

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Mailparser

Email

Sub-Zap by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Filter by Zapier

Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Mailparser

Email

Sub-Zap by Zapier

Developer Tools, Zapier

Trello

Project Management

ClickFunnels Classic

Marketing Automation

Keap Max Classic

Marketing Automation

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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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Try it
SimplyConvert + Filevine

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

Supported triggers and actions

What does this mean?

- EventRequired
- Load additional data?
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
Action
Write
- Project TypeRequired
- Project NameRequired
- ContactRequired
- Incident Date
Action
Write
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Item IDRequired
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FieldRequired
Action
Search

- Project TypeRequired
- NameRequired
- Project
Action
Search
- Project TypeRequired
- Search ByRequired
Action
Search
- FieldRequired
Action
Search
- FieldRequired
- 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

- ProjectRequired
- Project TypeRequired
- CollectionRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
- Project Name
- Incident Date
- Description
- Case Number
Action
Write
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
Action
Search
- Document IDRequired
Action
Search
- Search ByRequired
Action
Search
- FieldRequired
Action
Search
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
Action
Search or write
- FieldRequired
- Project TypeRequired
- Project NameRequired
- ContactRequired
- Incident Date
Action
Search or write

About Filevine

Filevine is a modern case management system for law firms.

Related categories

Project Management

Popular Filevine Integrations