Filevine + Google Sheets
Create collection items in Filevine from new rows in Google Sheets
Stay organized and efficient using this workflow for your legal matter management and document collaboration. When you add a new row in Google Sheets, this automation will instantly create a new collection item in Filevine, providing seamless data transfer between the two platforms. With this, you ensure updated record keeping, enhance productivity, and streamline your work processes getting rid of manual data entry.
Stay organized and efficient using this workflow for your legal matter management and document collaboration. When you add a new row in Google Sheets, this automation will instantly create a new collection item in Filevine, providing seamless data transfer between the two platforms. With this, you ensure updated record keeping, enhance productivity, and streamline your work processes getting rid of manual data entry.
- When this happens...New Spreadsheet Row
Triggered when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Collection Item
Creates a new collection item.
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