Create new customer in Birdeye, find project in Filevine, and find contact in Filevine

Create new customer records in Birdeye by capturing incoming data from Webhooks by Zapier. Retrieve related project and contact information from Filevine for accurate onboarding, ensuring a comprehensive customer profile.

Create new customer in Birdeye, find project in Filevine, and find contact in Filevine

Workflow preview:

Zap details:

Overview

Create new customer records in Birdeye by capturing incoming data from Webhooks by Zapier. Retrieve related project and contact information from Filevine for accurate onboarding, ensuring a comprehensive customer profile.

Create new customer in Birdeye, find project in Filevine, and find contact in Filevine