1.Start a sub-zap and map payload
Integrate Sub-Zap by Zapier and workflow inputs to map referral identifiers and incident date to sub-zap fields.
Find and return best-match project id for referral
Automatically accept referral payloads and map identifiers and incident dates across Sub-Zap by Zapier, Filevine, and Code by Zapier. Automatically find the best-match project id when project id details arrive, contact-linked referrals show up, or incident dates changeβso you can score candidates, return the chosen phase, and avoid manual matching.
How this automation returns best-match project ids
When referral identifiers arrive without a valid project id, delays can block case tracking. This automation starts a sub-zap to map the payload, searches and scores candidates in Filevine, and returns the best-match project id and phaseβso your team can act on the right record.
Sub-Zap by Zapieror swap with your favorite app
2.Get project by id
Integrate Filevine and case systems to query the case system by project id and map results into project candidates.
Filevineor swap with your favorite app
3.List projects for contact
Integrate Filevine and contact lookup tools to list projects linked to referral contact or firm id.
4.Score and dedupe candidates
Integrate Code by Zapier and scoring logic to score candidates by incident date proximity and recent activity.
Code by Zapieror swap with your favorite app
5.Return best-match project id
Integrate Sub-Zap by Zapier and workflow variables to return the chosen project id, phase, and notes back to the caller.
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