1.Detects completed note
Integrate Filevine and project management context to map the completed note to a workflow and trigger the next steps.
Send referred-out task completion notice to project channel
Automatically monitor referred out task note completion across Filevine and Slack. Post a completion notice to your project channel when notes complete, so you can confirm follow ups, share task context, and notify owners without manual tracking.
How this automation accelerates task follow ups
When a referred out note completes, missed handoffs can stall projects and frustrate clients. This automation filters, enriches, and posts contextual Slack messagesβso your team can confirm the right follow up fast.
Filevineor swap with your favorite app
2.Filters qualifying completions
Integrate Filter by Zapier and rule checks to continue only for referred-out task completions or stop for unrelated notes.
Filter by Zapieror swap with your favorite app
3.Retrieves lead and project info
Integrate Filevine and contact lookup to retrieve lead or contact details and map source fields to client context.
4.Waits before fetching tasks
Integrate Delay by Zapier and timing controls to wait 1 minute so writes persist before fetching related tasks.
Delay by Zapieror swap with your favorite app
5.Fetches recent project tasks
Integrate Filevine and task tracking tools to fetch recent tasks and map the task collection to step input.
6.Selects most recent follow up
Integrate Code by Zapier and decision logic to pick the most recent follow-up task and return its public link.
Code by Zapieror swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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