Filevine + Slack + Filter by Zapier
Send Slack channel messages when new clients are moved to settlement phases in Filevine
When a new case is settled in Filevine, a notification will be sent to your settlement team on Slack. That way, they can start settlement tasks right away.
When a new case is settled in Filevine, a notification will be sent to your settlement team on Slack. That way, they can start settlement tasks right away.
- When this happens...New Event
Triggers on a new event.
- automatically do this...Find Project
Finds a project by searching.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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
ProjectRequired
Project TypeRequired
CollectionRequired
ProjectRequired
Project TypeRequired
ProjectRequired
Project TypeRequired
ProjectRequired
Project TypeRequired
About Filevine
Filevine is a modern case management system for law firms.
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About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.