ClientRock + Filevine + Formatter by Zapier

Create Filevine contacts from new ClientRock meetings

This integration will automatically create a new contact in Filevine when a potential client books a new ClientRock consultation.

When this happens...
New Meeting
Triggers when a new meeting is created.
TriggerInstant
automatically do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

- TeamRequired
Trigger
Instant
Try It
- TeamRequired
- Engagement TemplateRequired
- Contact NameRequired
- Contact EmailRequired
- Contact Phone
Action
Write
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- ProjectRequired
- Project TypeRequired
- CollectionRequired
Action
Write

- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write

- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
- Project Name
- Incident Date
- Description
- Case Number
Action
Write
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
Action
Search
- Document IDRequired
Action
Search
- Project TypeRequired
- Section SelectorRequired
- Project
Action
Search
- Project TypeRequired
- Search ByRequired
Action
Search
- FieldRequired
Action
Search
- FieldRequired
- First NameRequired
- Last Name
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
Action
Search or write

- TeamRequired
- Engagement TemplateRequired
- Contact NameRequired
- Contact EmailRequired
- Contact Phone
Action
Write
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- EventRequired
- Load additional data?
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- Project TypeRequired
- Project NameRequired
- ContactRequired
- Incident Date
Action
Write
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Item IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- FieldRequired
Action
Search
- Project TypeRequired
- NameRequired
- Project
Action
Search
- Search ByRequired
Action
Search
- FieldRequired
Action
Search
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
Action
Search or write
- FieldRequired
- Project TypeRequired
- Project NameRequired
- ContactRequired
- Incident Date
Action
Search or write

About ClientRock

ClientRock is an online booking tool made for attorneys to book consultations and get paid all in one step.

Related categories

Scheduling & Booking

About Filevine

Filevine is a modern case management system for law firms.

Learn more

Related categories

Project Management

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more

ClientRock + Filevine + Formatter by Zapier

Create Filevine contacts from new ClientRock meetings

Supported triggers and actions

New Meeting

Start New Engagement

Numbers

Utilities

Create Collection Item

Copy Data From

Update Form

Toggle Section

Update Project

Find Collection Item

Find Document

Find Form by Selector

Find Phase

Find Project Type

Find or Create Contact

Draft Engagement

Date / Time

Text

New Event

Create Contact

Copy Data To

Create Project

Update Collection Item

API Request (Beta)

Find Contact

Find Form

Find User

Find Project

Find or Create Collection Item

Find or Create Project

About ClientRock

Related categories

About Filevine

Related categories

About Formatter by Zapier

Related categories