Filevine + SimplyConvert
Add client data from new SimplyConvert events to Filevine
Once a client has completed all documents in SimplyConvert, this Zap will automatically push the client's information into a new contact in Filevine. This streamlines the process of moving records from SimplyConvert's CRM to Filevine's practice management once the intake process is complete.
Once a client has completed all documents in SimplyConvert, this Zap will automatically push the client's information into a new contact in Filevine. This streamlines the process of moving records from SimplyConvert's CRM to Filevine's practice management once the intake process is complete.
- When this happens...SimplyConvert Event
Triggers when specified event occurs inside SimplyConvert.
- automatically do this...Create Contact
Creates a new contact.
- then do this!Copy Data To
Copies data from a reference to a project. This action depends on the data output from a "Copy Data From" action, which should be included in your Zap as a prior step.
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Subscription NameRequired
EventRequired
HTTP Username
HTTP Password
Tags
Try ItFirst Name
Last Name
Email
Secondary Email
Phone
Secondary Phone
Street
Street 2
City
State
Zip Code
Social Security Number
Relation to Injured
First Name of Injured
Last Name of Injured
Email of Injured
Phone of Injured
Birthday of Injured
Date of Death
State of Injury
SSN of Injured
Details
Status ID
Portal Status
Litigation ID
Evaluate Case
Archived
Information
Conditions
Products
SOL Trigger Date
Procedure Date
Procedure Followup Date
Procedure Date 2
Tags
Meta
External Data
Lead Source
Company UUID
Insert as Referral
Referred from Company UUID
Referred to Company UUID
Search Value
Search Field
Search Range
Litigation IDs
Litigation Range
Status IDs
Status Range
EventRequired
Load additional data?
Try It
Case UUIDRequired
FileRequired
FilenameRequired
Document Type
Document Status
Page Range
Case UUIDRequired
Case UUIDRequired
ProjectRequired
Project TypeRequired
CollectionRequired
