Formstack + Remember The Milk + Filevine Integrations

How to connect Formstack + Remember The Milk + Filevine

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Do even more with Formstack + Remember The Milk + Filevine

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Formstack, Remember The Milk, and Filevine. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
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- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
Task Completed
Triggers when a task is completed.
Trigger
Instant
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- ContactRequired
Trigger
Instant
Try It
New Task Added to the Inbox
Triggers when a new task is added to the Inbox.
Trigger
Instant
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- LocationRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
Try It

- ScriptRequired
Action
Write
- Task nameRequired
Action
Search
- EventRequired
- Load additional data?
Trigger
Instant
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- First NameRequired
- Last Name
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- Project TypeRequired
- Project NameRequired
- ContactRequired
- Incident Date
Action
Write
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Item IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FieldRequired
Action
Search
- Project TypeRequired
- NameRequired
- Project
Action
Search
- Project TypeRequired
- Search ByRequired
Action
Search
- FieldRequired
Action
Search
- FieldRequired
- First NameRequired
- Last Name
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
Action
Search or write

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Task Added
Triggers when a new task is added.
Trigger
Instant
Try It
New Task Added Given to Me
Triggers when a new task is given to me.
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
Try It
- TaskRequired
Action
Write
- Task nameRequired
- Note
Action
Write
- Task nameRequired
- Task nameRequired
- Note
Action
Search or write
- ProjectRequired
- Project TypeRequired
- CollectionRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
- Project Name
- Incident Date
- Description
- Case Number
Action
Write
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
Action
Search
- Document IDRequired
Action
Search
- Search ByRequired
Action
Search
- FieldRequired
Action
Search
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
Action
Search or write
- FieldRequired
- Project TypeRequired
- Project NameRequired
- ContactRequired
- Incident Date
Action
Search or write

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How Formstack + Remember The Milk + Filevine Integrations Work

Step 1: Authenticate Formstack, Remember The Milk, and Filevine.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.