1.Detect note created in case
Integrate Filevine, case management tools, and CRM records to detect when a case note is created and start the deposit link flow.
Send client deposit payment link from case note
Automatically monitors Filevine note created events across case notes and pulls client contact details across Filevine and messaging tools. Create and update when billing notes and renewal notes are addedβso you can create short payment links, text clients, and log audit comments without manual follow-up.
How this automation sends client deposit links
When case notes require a deposit payment link, delays can stall collections and create manual back-and-forth. This automation finds client contacts, creates a 30 day short link, sends SMS, and logs the link to the case threadβso your team can reduce follow-up effort.
Filevineor swap with your favorite app
2.Search contact by client ID
Integrate Filevine and contact lookup tools to find the client by client ID and return primary phone and email channels.
3.Normalize contact info for query
Integrate Formatter by Zapier and data formatting tools to pick the primary mobile phone and URL encode name and email.
Formatter by Zapieror swap with your favorite app
4.Create a white-label short link
Integrate Short.io, URL tools, and expiry policies to create a branded short link with 30 day expiry from encoded parameters.
Short.ioor swap with your favorite app
5.Send SMS with payment link
Integrate Twilio and messaging tools to send an SMS with the short payment link to the formatted mobile number.
Twilioor swap with your favorite app
6.Add case comment with link
Integrate Filevine and audit trail tools to post the short link back to the originating case note thread.
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