Connect Filevine and Zoom to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Create Meeting" in Zoom.

You’re connected!

Zapier seamlessly connects Filevine and Zoom, 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
- 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
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
Try It
- Webinar or Meeting?
  Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It
New Workspace Reservation
Triggers when you reserve a room or device-enabled desk.
Trigger
Instant
Try It
- Info
- Upcoming Meeting
  Required
- Email
  Required
- First Name
  Required
- Language
- Auto Approval
Action
Write
- Meeting ID
  Required
- Deletion Type
  Required
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write
- Meeting Type
  Required
- Meeting or Webinar ID
  Required
Action
Search
- Webinar
  Required
- Webinar Occurrence
- Registration Status
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
- Meeting Type
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Meeting Type
  Required
Trigger
Instant
Try It
New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Webinar or Meeting?
  Required
Trigger
Instant
Try It
- Meeting Type
  Required
Action
Write
- Upcoming Webinar
  Required
- Email
  Required
- First Name
  Required
- Send Confirmation Email to Registrants
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Meeting Type
  Required
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting_uuid
  Required
Action
Search
- Meeting UUID
  Required
Action
Search

For AI agents & developers

Use Filevine and Zoom with AI agents and code

Beyond Zap workflows. Call Filevine and Zoom actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Filevine and Zoom actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Collection Item
Create Meeting

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Filevine and Zoom actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* filevine / zoom action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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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 Zoom 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.

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.

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.

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.

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.

Learn how to automate Zoom on the Zapier blog

Make work flow with AI

Level up your Filevine to Zoom integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Filevine + Zoom integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Filevine and Zoom

How do I set up the integration between Filevine and Zoom?

To set up the integration between Filevine and Zoom, begin by creating a new zap in our platform. You can choose Zoom as your trigger application, selecting an event like 'New Meeting' or 'Recording Available'. Then, choose Filevine as your action app to reflect any updates or information you need based on the Zoom trigger.

What specific triggers are available for Zoom in this integration?

We offer several triggers for integrating with Zoom, including 'New Meeting', 'Meeting Started', 'New Recording', and 'New Webinar Registrant'. These triggers allow you to automate actions within Filevine based on these events.

Can I create a task in Filevine when a new meeting is scheduled in Zoom?

Yes, you can automate task creation in Filevine when a new meeting is scheduled in Zoom. Choose 'New Meeting' as your trigger in Zoom and set the action to create a task within Filevine.

Is it possible to update project details in Filevine when a webinar ends on Zoom?

Yes, updating project details when a webinar ends is possible. Select the 'Webinar Ended' trigger from Zoom and pair it with an action that updates the relevant project information within Filevine.

What actions can be performed in Filevine with this integration?

In our integration setup, actions that can be performed in Filevine include creating tasks, updating project details, adding comments, and uploading files. You can configure these based on various triggers from Zoom.

How do we authenticate our accounts for this integration?

Authentication requires linking your accounts through our platform's interface. You'll need the appropriate permissions to link both platforms securely by entering your credentials during setup.

Are there any limitations to what can be automated between Filevine and Zoom?

While many processes can be automated between these platforms, certain limitations exist due to API restrictions. It's always good to verify if specific data points or processes required by your workflow are supported.

About Filevine

Filevine is a modern case management system for law firms.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Learn moreLearn moreHelpHelp

Related categories

Video Conferencing

Similar apps

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Video Conferencing

Intermedia AnyMeeting

Video Conferencing

Crowdcast

Webinars

Connect Filevine and Zoom to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Filevine and Zoom with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Filevine and Zoom to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate Zoom on the Zapier blog

7 ways to automate Zoom with Zapier

How to automatically upload Zoom recordings to Google Drive

Connect Calendly to Zoom: Create meetings from scheduled events

Make work flow with AI

Frequently Asked Questions about Filevine + Zoom integrations

Connect Filevine to Zoom on the world's largest no-code automation platform