Integrate Case Status with Filevine to automate your work
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
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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.
- New File Activity
Triggers when there is a new file added by a client to any case on your firm.
Try It - CaseRequired
- Integration Id
- CaseRequired
- Client Phone NumberRequired
- Create New ClientRequired
- Client Email
- Client First Name
- Client Last Name
- Description
- Closed Date
- Case Date
- AttorneyRequired
- Case Type
- Case Status
- Paralegal
- Integration Id
- Case IDRequired
- Integration Id
- Message ContentRequired
- New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
Try It - Case IdRequired
- Appointment Integration IdRequired
- Appointment TypeRequired
- Date and TimeRequired
- Appointment TitleRequired
- Provider Type
- Provider Name
- Office Name
- Address/URL
- Description
- Attendees
- CaseRequired
- Integration Id
- Create New ClientRequired
- Client Phone NumberRequired
- Client Email
- Client First Name
- Client Last Name
- Primary AttorneyRequired
- Attorney Email List
- Paralegal Email List
- Closed Date
- Case Date
- Case Type
- Case Status
- Description
- CaseRequired
- Integration Id
- Case Status
- Stop Zap if Status not FoundRequired
- Stop Zap if Case not FoundRequired
Related categories
Related categories