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Filevine
Filevine
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
Filevine
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Event" from Filevine.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Filevine and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Halt my task if contact is already a member of the list
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Company
Creates a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Associations
Creates associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Halt task if any associations error occurred
Engagement Type
Required
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Social Media Channel
Required
Message Content
Required
When
Save as draft
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Name
Required
Company
Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete CRM Object
Deletes a CRM object from HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Line_item
Creates a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Contact Email Address
Required
Event ID
Required
Contact Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Contact
Required
Halt my task if contact wasn't a member of the list
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Ticket
Creates a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Contact
Update a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Line_item
Update a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Update a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folder
Required
Filename
Required
Access level
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Associations
Find associations between objects.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Object Type
Required
Pipeline Id
Required
Stage Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Filevine and HubSpot with AI agents and code
Beyond Zap workflows. Call Filevine and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Filevine and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Collection Item
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Filevine and HubSpot
Sync new Filevine projects to HubSpot contacts
When a new project is created in Filevine, Zapier automatically creates or updates the corresponding contact in HubSpot. This automation ensures that your marketing and sales teams remain aligned with the latest project developments, saving time and eliminating duplicate data entry.
Track important contact form submissions without manual effort. When a new form submission is received in HubSpot, Zapier creates a corresponding project in Filevine, ensuring all relevant data is centralized for further case or project management.
When a new contact is added in Filevine, Zapier automatically creates a lead in HubSpot, ensuring marketing efforts are not delayed. This smooth handoff between case management and your CRM optimizes lead entry and improves campaign targeting.
Level up your Filevine to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Filevine + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Filevine and HubSpot
Can I automatically create a contact in Filevine when a new contact is added in HubSpot?
Yes, you can set up a workflow that triggers when a new contact is added in HubSpot. This trigger will create a corresponding contact in Filevine, ensuring that your contact lists are always synchronized.
How can I update a Filevine project when a deal reaches a certain stage in HubSpot?
You can configure an action to update specific fields of a project in Filevine when a deal reaches your chosen stage in HubSpot. This involves setting the appropriate trigger conditions and mapping the fields accordingly.
Is it possible to automate task creation in Filevine based on emails received in HubSpot?
Indeed, you can automate task creation by setting an email-related trigger in HubSpot that leads to the action of creating tasks within Filevine. You can specify conditions like sender or subject to tailor this automation.
How do we ensure data security and integrity during integration between Filevine and HubSpot?
We use secure authentication methods and stringent data transfer protocols to maintain data security and integrity. Additionally, our integration logs all changes to help you track any modifications made during automated workflows.
Can I synchronize notes between HubSpot and Filevine?
While direct synchronization of notes isn't available as a standard feature, you can export notes from HubSpot as part of an action that updates corresponding information within your projects or contacts in Filevine.
What should we do if an integration fails due to connection issues?
First, check your API keys and ensure both platforms are properly connected. Our system provides error messages which guide troubleshooting. If problems persist, consider reaching out for support with detailed error logs for resolution.
Are there limitations on the number of records that can be processed during integration?
There might be limits based on the API constraints of both platforms. It's advisable to consult each platform's documentation on request limits per minute or day to avoid interruptions due to exceeding these thresholds.
About Filevine
Filevine is a modern case management system for law firms.
