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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Event" from Filevine.

Add your action

An action happens after the trigger—such as "Add Notes to a Ticket" in Freshdesk.

You’re connected!

Zapier seamlessly connects Filevine and Freshdesk, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Event
  Required
- Load additional data?
Trigger
Instant
Try It
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Item ID
  Required
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field
  Required
Action
Search

- Project Type
  Required
- Name
  Required
- Project
Action
Search
- Search By
  Required
Action
Search
- Field
  Required
Action
Search
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search or write
- Field
  Required
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Search or write
New Contact
Triggers when a new customer is created.
Trigger
Instant
Try It
Update Ticket
Triggers when a Ticket is updated.
Trigger
Instant
Try It
- Ticket No
  Required
- Notes
  Required
- Private
  Required
Action
Write
- Forum Category
  Required
- Name
  Required
- Type
  Required
- Visibility
  Required
- Description
Action
Write
- Forum Category
  Required
- Forum
  Required
- Title
  Required
- Topic Description
  Required
- Sticky
- Locked
Action
Write
- Name
  Required
- Email
  Required
- Address
- Description
- Phone
- Job Title
- Tags
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket Id
  Required
Action
Search

- Project
  Required
- Project Type
  Required
- Collection
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
- Project Name
- Incident Date
- Description
- Case Number
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search
- Document ID
  Required
Action
Search
- Project Type
  Required
- Section Selector
  Required
- Project
Action
Search
- Project Type
  Required
- Search By
  Required
Action
Search
- Field
  Required
Action
Search
- Field
  Required
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Search or write
New Ticket
Triggers when there is a new ticket is created in Freshdesk.
Trigger
Instant
Try It
New Ticket Note
Triggers when a Note is added to a Ticket.
Trigger
Instant
Try It
Update Contact
Triggers when a user is updated.
Trigger
Instant
Try It
- Name
  Required
- Description
- Notes
- Domains
Action
Write
- Name
  Required
- Description
Action
Write
- Subject
  Required
- Email
  Required
- Name
- Type
- Description
  Required
- Priority
- CC Emails
- Responder ID
- Status
- Source
- Group ID
- Product ID
- Tags
- Internal Agent ID
- Due by
- First Response due by
Action
Write
- Ticket ID
- Name of the requester
- Requester ID
- Email address of the requester
- Facebook ID
- Phone
- Twitter ID
- External ID
- Subject
- Type
- Status
- Priority
- Description
- Responder ID
- Due by
- First response due by
- Group ID
- Parent ID
- Product ID
- Source
- Tags
- Company ID
- Internal Agent ID
- Internal Group ID
- Lookup Parameter
Action
Write
- Email
  Required
Action
Search

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Connect Filevine and Freshdesk to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Freshdesk on the Zapier blog

Make work flow with AI

Level up your Filevine to Freshdesk integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Filevine

Filevine is a modern case management system for law firms.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

HelpHelp

Related categories

Customer Support

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Connect Filevine and Freshdesk to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Filevine and Freshdesk to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Freshdesk on the Zapier blog

Simplify customer support with Zapier's Freshdesk integration

Make work flow with AI

Connect Filevine to Freshdesk on the world's largest no-code automation platform