Case Status + Filevine + Filter by Zapier

Update case statuses in Case Status when phases are newly-updated in Filevine

Ever forget to let your client know of new updates on their case? This Zapier integration can help. Once it's active, this Zap automatically updates the status of a case in Case Status whenever you update a phase on a project in Filevine.

When this happens...
New Event
Triggers on a new event.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Update the Status of a Case
Update the Status of a Case.
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
- Item IDRequired
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- FieldRequired
Action
Search

- Project TypeRequired
- NameRequired
- Project
Action
Search
- Project TypeRequired
- Search ByRequired
Action
Search
- FieldRequired
Action
Search
- FieldRequired
- First NameRequired
- Last Name
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
Action
Search or write
- Only continue if...Required
Action
Filter
New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
Trigger
Scheduled
Try It
- Case Id Required
- Appointment Integration IdRequired
- Appointment TypeRequired
- Date and TimeRequired
- Appointment TitleRequired
- Provider Type
- Provider Name
- Office Name
- Address/URL
- Description
- Attendees
Action
Write
- Readable ID Required
- Integration Id
- Create New ClientRequired
- Client Phone Number(s)Required
- 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
Action
Write
- Case IDRequired
- Integration ID
- Status Name
- Stop Zap if Status not FoundRequired
- Stop Zap if Case not FoundRequired
Action
Write

- ProjectRequired
- Project TypeRequired
- CollectionRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
Action
Write
- ProjectRequired
- Project TypeRequired
- Project Name
- Incident Date
- Description
- Case Number
Action
Write
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
Action
Search
- Document IDRequired
Action
Search
- Search ByRequired
Action
Search
- FieldRequired
Action
Search
- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
Action
Search or write
- FieldRequired
- Project TypeRequired
- Project NameRequired
- ContactRequired
- Incident Date
Action
Search or write
New File Activity
Triggers when there is a new file added by a client to any case on your firm.
Trigger
Scheduled
Try It
- CaseRequired
- Integration Id
Action
Write
- Readable ID Required
- 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
Action
Write
- Case IDRequired
- Integration ID
- Message ContentRequired
Action
Write

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.

Related categories

App Builder

Similar apps

Zapier Interfaces

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

About Filevine

Filevine is a modern case management system for law firms.

Learn more

Related categories

Project Management

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 more

Related categories

Related Zap Templates

Close Case Status cases for new Filevine phase updates

Related Zap Templates

Close Case Status cases for new Filevine phase updates

Case Status + Filevine + Filter by Zapier

Update case statuses in Case Status when phases are newly-updated in Filevine

New Event

Create Contact

Copy Data To

Create Project

Update Collection Item

API Request (Beta)

Find Contact

Find Form

Find Phase

Find Project Type

Find or Create Contact

Only continue if...

New Client Communication Activity

Create a New Appointment

Create a New Case

Update the Status of a Case

Create Collection Item

Copy Data From

Update Form

Toggle Section

Update Project

Find Collection Item

Find Document

Find User

Find Project

Find or Create Collection Item

Find or Create Project

New File Activity

Close a Case

(Deprecated) Create a New Case

Send Message

About Case Status

Related categories

Similar apps

Zapier Interfaces

About Filevine

Related categories

About Filter by Zapier

Related categories

Related Zap Templates

Related Zap Templates