Connect Broadly to Filevine and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
Zapier makes it easy to integrate Broadly with Filevine - no code necessary. See how you can get setup in minutes.
Connect Broadly and Filevine to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
- BusinessRequired
- Lead Source
Try It- BusinessRequired
- Email
- Given
- Surname
- Preferred
- Full Name
- Phone
- Customer Since
- Subscribed (defaults to true if not specified)
- Promoter Status
- Last Transaction
- Provider Name
- EventRequired
- Load additional data?
Try It- FirstNameRequired
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
- BusinessRequired
Try It- BusinessRequired
- Customer ID
- Email
- Given
- Surname
- Full Name
- Phone
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- ProjectRequired
- Project TypeRequired
Related categories
Related categories