1.Monitors note creation events
Integrate Filevine and case management tools to extract note body and project context when qualifying pay tokens appear.
Create and send client payment link from flagged note
Automatically monitor flagged case notes across Filevine. Create and update when pay links are generated, SMS reminders are sent, and audit comments are addedβso you can generate short links, prompt payments, and preserve evidence without manual follow-up.
How this automation accelerates collections with client payment links
When flagged case notes require payment outreach, delays can slow collections and extend account aging. This automation retrieves note context, finds the right client, creates a short payment link, sends an SMS, and records the link back to the caseβso your team can respond faster.
Filevineor swap with your favorite app
2.Finds associated client contact
Integrate Filevine and contact record tools to search the case for the linked client contact and identifiers.
3.Transforms data for link parameters
Integrate Formatter by Zapier and text parsing tools to extract amount and URL encode parameters from the note.
Formatter by Zapieror swap with your favorite app
4.Creates the short payment link
Integrate Short.io and URL tools to build the payment URL with encoded details and set an expiry to return the short URL.
Short.ioor swap with your favorite app
5.Sends SMS with the payment link
Integrate Twilio and messaging tools to send an SMS to the primary phone with the generated short payment link.
Twilioor swap with your favorite app
6.Records link in the originating note
Integrate Filevine and audit logging tools to add a comment back to the note or case with the short URL.
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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