Case Status + Filevine + Filter by Zapier

Close Case Status cases for new Filevine phase updates

Don't want to wait for the integration to run through your cases each night? This Zapier automation helps close a case in Case Status when a project in Filevine is updated to a specific phase. A filter will need to be created to close the case based on the phase in Filevine you would like it to be closed in. For example, if the project phase in Filevine exactly matches the phase 'Archived', the case will be closed in Case Status when you update your project to the 'Archived' phase.

Don't want to wait for the integration to run through your cases each night? This Zapier automation helps close a case in Case Status when a project in Filevine is updated to a specific phase. A filter will need to be created to close the case based on the phase in Filevine you would like it to be closed in. For example, if the project phase in Filevine exactly matches the phase 'Archived', the case will be closed in Case Status when you update your project to the 'Archived' phase.

  1. When this happens...
    FilevineFilevine
    New Event

    Triggers on a new event.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    Case StatusCase Status
    Close a Case

    Close a case in Case Status

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    Action
    Write
    • ProjectRequired

    • Project TypeRequired

    Action
    Write
    • ProjectRequired

    • Project TypeRequired

    Action
    Write
    • ProjectRequired

    • Project TypeRequired

    Action
    Write
case-status logo
case-status logo

About Case Status

Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.
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Related categories

  • App Builder

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
filevine logo
filevine logo

About Filevine

Filevine is a modern case management system for law firms.
Learn moreHelp

Related categories

  • Project Management
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn moreHelp

Related categories

  • Developer Tools
  • Zapier