1.Monitor new collection item events
Integrate Filevine and case systems to detect when a new event is created to pull hearing details.
Update deal record with CMC hearing date and notes
Automatically detect new collection items in Filevine and extract hearing dates and notes across Filevine, Formatter by Zapier, and HubSpot. Create and update deal records when a qualifying hearing event is created, event details finalize, or a deal identifier matchesβso you can update hearing fields, store notes, and prevent manual data entry.
How this automation updates your deal records
When a case event is created, delays in transferring hearing date and notes can cause mismatched intake details. This automation waits, extracts event data, formats the date, and updates your HubSpot deal recordβso your team works from a single source of truth.
Filevineor swap with your favorite app
2.Wait for event payloads
Integrate Delay by Zapier and automation timing to pause before mapping so data is ready to use.
Delay by Zapieror swap with your favorite app
3.Find project record in Filevine
Integrate Filevine and project identifiers to locate the project record so the right events section can be queried.
4.Fetch collection item details
Integrate Filevine and event data to retrieve event date, time, and notes from the project events section.
5.Format hearing date for CRM
Integrate Formatter by Zapier and date formatting to convert the event date into MM-DD-YYYY for CRM fields.
Formatter by Zapieror swap with your favorite app
6.Update deal hearing fields
Integrate HubSpot and CRM field mapping to update the deal hearing date, hearing time, and deal notes.
HubSpotor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
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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