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Connect Filevine and Zapier Chrome extension to power AI-driven automation

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How Zapier works

Zapier makes it easy to integrate Filevine with Zapier Chrome extension - no code necessary. See how you can get setup in minutes.

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Filevine logo
Filevine
Filevine logo
Filevine
1. Choose trigger event
Zapier Chrome extension logo
Zapier Chrome extension
Zapier Chrome extension logo
Zapier Chrome extension
2. Choose action
Filevine logo
1. Select the event
Setup
Test
Filevine logo
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 "Reply to Chrome" in Zapier Chrome extension.

You’re connected!

Zapier seamlessly connects Filevine and Zapier Chrome extension, 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.

    • 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
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    Action
    Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Filevine and Zapier Chrome extension to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Filevine to Zapier Chrome extension integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About Filevine
Filevine is a modern case management system for law firms.
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Project Management
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About Zapier Chrome extension
Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.
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