Filevine + SimplyConvert

Filevine + SimplyConvert integrations

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.

When this happens...
SimplyConvert EventTriggers when specified event occurs inside SimplyConvert.
TriggerInstant
automatically do this...
Create ContactCreates a new contact.
ActionWrite
then do this!
Copy Data ToCopies 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.
ActionWrite

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More things you can do with SimplyConvert and Filevine

Discover other triggers and actions you can use with SimplyConvert and Filevine

- Subscription Name
  Required
- Event
  Required
- HTTP Username
- HTTP Password
- Tags
Trigger
Instant
Try It
- First 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
Action
Write
- Search Value
- Search Field
- Search Range
- Litigation IDs
- Litigation Range
- Status IDs
- Status Range
Action
Search
- Event
  Required
- Load additional data?
Trigger
Instant
Try It
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Write

- Project
  Required
- Project Type
  Required
Action
Write
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Write

- Project
  Required
- Project Type
  Required
- Collection
  Required
- Item ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field
  Required
Action
Search
- Project Type
  Required
- Name
  Required
- Project
Action
Search
- Search By
  Required
Action
Search
- Field
  Required
Action
Search
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search or write
- Field
  Required
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Search or write

- Case UUID
  Required
- File
  Required
- Filename
  Required
- Document Type
- Document Status
- Page Range
Action
Write
- Case UUID
  Required
Action
Search
- Case UUID
  Required
Action
Search
- Project
  Required
- Project Type
  Required
- Collection
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
- Project Name
- Incident Date
- Description
- Case Number
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search
- Document ID
  Required
Action
Search
- Project Type
  Required
- Section Selector
  Required
- Project
Action
Search
- Project Type
  Required
- Search By
  Required
Action
Search
- Field
  Required
Action
Search
- Field
  Required
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Search or write

About Filevine

Filevine is a modern case management system for law firms.

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Related categories

Project Management

About SimplyConvert

SimplyConvert is an automated intake case-qualification platform powered by an “all-knowing” AI chatbot.

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Related categories

CRM (Customer Relationship Management)

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