1.Detect new intake email
Integrate Microsoft Outlook and email routing tools to watch for new intake messages and trigger parsing in real time.
Create new case and contact from live intake emails
Automatically monitor new intake emails across Microsoft Outlook and centralize staging in Zapier Tables. Create and update when intake emails arrive, messages include contact details, or case keywords appear—so you can create contacts, open cases, and launch intake review tasks without manual reporting.
How this automation creates new cases from email intake
When a new intake email arrives, delays can stall triage and lead to missed context. This automation parses the email, stages fields in Zapier Tables, and creates contact, project, and intake review tasks in Filevine—so your team can respond faster.
Microsoft Outlookor swap with your favorite app
2.Parse email body into fields
Integrate Code by Zapier and data normalization tools to parse the email body and extract contact and case fields.
Code by Zapieror swap with your favorite app
3.Create staging record
Integrate Zapier Tables and audit logging tools to create a staging row and store the original email body for review.
Zapier Tablesor swap with your favorite app
4.Create contact in Filevine
Integrate Filevine and contact management tools to create or match a contact and return the contact ID.
Filevineor swap with your favorite app
5.Create intake project
Integrate Filevine and case setup tools to create a project and map contact and parsed case type fields.
6.Create intake task and forward email
Integrate Filevine and task coordination tools to create an intake review task and deliver the email content to the inbox.
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Step 1
Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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