1.Monitors document updated webhook
Integrate Filevine and document scanning sources to detect new document update webhook events and start the alert workflow.
Send file scan alerts to assigned case owner email
Automatically monitor document updated webhook events across Filevine and Microsoft Outlook. Get instant alerts when document updated, scan-origin updates arrive, or webhook fires for new files β so you can notify owners, format review dates, and add oversight BCC without manual follow-up.
How this automation accelerates owner review
When a document updated webhook fires, late alerts can delay review and increase coordination overhead. This automation filters qualifying scan updates, finds the right recipient, and sends Outlook alerts with formatted timestamps and BCCβso your team can respond before review slips.
Filevineor swap with your favorite app
2.Filters qualifying scan-origin updates
Integrate Filter by Zapier and workflow rules to continue only for qualifying scan-origin updates and stop for routine edits.
Filter by Zapieror swap with your favorite app
3.Finds user and maps recipient email
Integrate Filevine and case directory data to find a matching user by username and map the recipient email.
4.Formats document upload timestamp
Integrate Formatter by Zapier and date formatting tools to convert the document upload timestamp into a display date string.
Formatter by Zapieror swap with your favorite app
5.Sends alert email with BCC
Integrate Microsoft Outlook and email templates to send the case owner alert, include context fields, and add oversight BCC.
Microsoft Outlookor swap with your favorite app
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