1.Receives collection item created event
Integrate Filevine and case management tools to capture the trial event payload and pass it to the workflow.
Update deal trial date and notes in CRM
Automatically monitor trial events created in Filevine across case management records. Update deal trial fields in HubSpot when trial entries are created, trial date changes or trial notes appearβso you can update deal context, reduce manual data entry, and keep sales ready without manual paperwork.
How this automation updates your deal trial details
When trial fields are captured in Filevine but not reflected in the CRM, sales teams lose timely context. This automation receives trial events, filters and delays processing, then updates matching HubSpot deals with trial date and notesβso your team can keep deals accurate.
Filevineor swap with your favorite app
2.Stops unless it is a trial event
Integrate Filter by Zapier and data rules to check the event type and continue only for qualifying trial entries.
Filter by Zapieror swap with your favorite app
3.Waits 2 minutes for case saves
Integrate Delay by Zapier and workflow timing to pause before lookups so case record saves can finalize.
Delay by Zapieror swap with your favorite app
4.Finds project and collection item
Integrate Filevine and case management tools to map project reference and trial data to CRM-ready fields.
5.Updates deal trial date and notes
Integrate HubSpot and CRM updates to search by CRM record ID and update the deal trial date and trial 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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