1.Starts sub-Zap with mapped payload
Integrate Sub-Zap by Zapier, subflow inputs, and identifier mapping to receive the call and map project and collection identifiers.
Update case policy limits from collection item records
Automatically start a sub-Zap workflow to map incoming identifiers and selector data across Filevine and Zapier. Create and update when subflow input arrives, selector flag is present, or exclude tags are missingβso you can update client and defendant case summaries, pull the right collection item policy, and avoid manual case data entry.
How this automation updates case summaries from policies
When a sub-Zap starts with mapped identifiers, delays can lead to incorrect policy text in case summaries. This automation finds collection item policies, routes by selector flag, and updates the right Filevine case summary fieldsβso your team can work faster with fewer errors.
Sub-Zap by Zapieror swap with your favorite app
2.Skips records with exclude tag
Integrate Filter by Zapier and conditional logic to continue only for qualifying records without excluded tags.
Filter by Zapieror swap with your favorite app
3.Finds collection item record
Integrate Filevine and case data lookup to retrieve the collection entry and capture the source policy value.
Filevineor swap with your favorite app
4.Branches on selector flag
Integrate Paths by Zapier and record routing to send the run to the client or defendant path.
Paths by Zapieror swap with your favorite app
5.Updates case summary policy
Integrate Filevine and case summary fields to patch the appropriate client or defendant policy value into the project record.
6.Returns updated record payload
Integrate Sub-Zap by Zapier and run outputs to return the run identifier and updated record note.
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