Filevine + LeadConnector

Create or update LeadConnector contacts from new Filevine events

Boost your productivity with this workflow that bridges Filevine and LeadConnector. When a new event is recorded in Filevine, the relevant contact is effortlessly updated or added in LeadConnector. No more manual data entry or risk of outdated records. Improve your lead management process and stay on top of your contacts with this automated solution.

When this happens...
New Event
Triggers on a new event.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

- 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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
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
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write