Create collection items in Filevine from new completed submissions in involve.me
Effortlessly manage your involve.me submissions and Filevine collections with this seamless workflow. Once a submission is completed in involve.me, this automation will create a new collection item in Filevine to help you keep track of your data. Save time and stay organized by streamlining your processes between involve.me and Filevine.
Effortlessly manage your involve.me submissions and Filevine collections with this seamless workflow. Once a submission is completed in involve.me, this automation will create a new collection item in Filevine to help you keep track of your data. Save time and stay organized by streamlining your processes between involve.me and Filevine.
- When this happens...
- automatically do this!Create Collection Item
Creates a new collection item.
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involve.me ProjectRequired
Try ItProjectRequired
Project TypeRequired
CollectionRequired
ProjectRequired
Project TypeRequired
ProjectRequired
Project TypeRequired
EventRequired
Load additional data?
Try ItFirst NameRequired
Last Name
Phone Numbers
Email Addresses
Address line 1
Address line 2
City
State
Zip code
Label
Contact TypesRequired
ProjectRequired
Project TypeRequired
Project TypeRequired
Project NameRequired
ContactRequired
Incident Date