Integrate Filevine with MyCase 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
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Filevine with MyCase - no code necessary. See how you can get setup in minutes.
Select a trigger from Filevine
A trigger is an event that starts your Zap and runs the workflow. For example, with Filevine, a trigger could be "New Event."
Setup an action from MyCase
An action is what takes place after the automation is triggered. For example, with MyCase, the action could be "Create Call."
That’s it! You just connected Filevine to MyCase
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Connect Filevine and MyCase to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Connect Filevine and MyCase 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.
- EventRequired
- Load additional data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- FirstNameRequired
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project TypeRequired
- ProjectNameRequired
- ContactRequired
- IncidentDate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project TypeRequired
- NameRequired
- ProjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project TypeRequired
- FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- FirstNameRequired
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MyCase Case To UpdateRequired
- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- NameRequired
- PathRequired
- DocumentRequired
- Description
- Assigned_date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity_nameRequired
- Description
- Entry_dateRequired
- BillableRequired
- CostRequired
- UnitsRequired
- Case
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MyCase Case To UpdateRequired
- Email
- First_nameRequired
- Middle_name
- Last_nameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Priority
- Due_date
- Completed
- Case
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
- NameRequired
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- Email
- First_nameRequired
- Middle_name
- Last_nameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- ProjectRequired
- Project TypeRequired
- CollectionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
- ProjectNameRequired
- IncidentDate
- Description
- Case Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProjectRequired
- Project TypeRequired
- CollectionRequired
- Search ByRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- FieldRequired
- Project TypeRequired
- ProjectNameRequired
- ContactRequired
- IncidentDate
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Called_atRequired
- Caller_phone_numberRequired
- MessageRequired
- ResolvedRequired
- Call_type
- Call_forRequired
- CallerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MyCase Case To UpdateRequired
- NameRequired
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Parent_typeRequired
- Field_typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- StartRequired
- EndRequired
- All_day
- Private
- Location
- Case
- Required_staffRequired
- Optional_staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- First_nameRequired
- Middle_initial
- Last_nameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Lead_details
- Birthdate
- Drivers_license_number
- Drivers_license_state
- Referral_source_reference
- Referred_by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- SubjectRequired
- NoteRequired
- DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- First_nameRequired
- Middle_name
- Last_nameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity_nameRequired
- Description
- Entry_dateRequired
- BillableRequired
- Flat_fee
- RateRequired
- HoursRequired
- Case
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
- NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
Related categories