Connect Filevine and Webhooks by Zapier to unlock the power of automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Filevine with Webhooks by Zapier - 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."

A trigger is the event that kicks off your automated workflow.

Setup an action from Webhooks by Zapier

An action is what takes place after the automation is triggered. For example, with Webhooks by Zapier, the action could be "Custom Request."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Filevine to Webhooks by Zapier

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Filevine to Webhooks by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Filevine + Webhooks by Zapier integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Filevine and Webhooks by Zapier

What is the Filevine and Webhooks by Zapier integration?

The integration connects Filevine to various apps using Webhooks by Zapier, allowing you to automate tasks. It uses triggers like new activity in a Filevine project or file uploads, and actions such as sending data from Filevine into another app or receiving webhooks to perform an action.

How can I set up a trigger for new project creation in Filevine?

To set up a trigger for when a new project is created in Filevine, you need to use the 'New Project' trigger event. This allows you to initiate workflows whenever a new project is added in your Filevine account.

Does the integration support triggers for specific document uploads?

Yes, the integration supports document-related triggers. You can set it up so that when a specific type of document is uploaded to a Filevine project, it triggers an event in another app via Webhooks by Zapier.

Can I use Webhooks by Zapier to update information in Filevine automatically?

You can configure actions that automatically update information within Filevine based on triggers from other apps. For instance, if certain criteria are met in another application, an update can be sent via webhook to modify related data within your projects on Filevine.

What types of actions can be performed with this integration?

With this integration, you can perform actions like sending notifications when projects are updated or assigning tasks based on updates from other systems. This enables seamless synchronization of activities across your tools.

Is it possible to receive webhook notifications outside of business hours?

Yes, receiving webhook notifications does not depend on business hours. They are triggered based on events as defined within your automation settings and will be delivered regardless of the time they occur.

Are there any limitations on the number of webhooks we can receive from a single trigger event?

While there's generally no hard limit on the number of webhooks per trigger event, performance might vary depending on your plan and the workload processed by our services at any given time.

Connect Filevine and Webhooks by Zapier 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.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Event
  Required
- Load additional data?
Trigger
Instant
Try It
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Item ID
  Required
Action
Write

- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Field
  Required
Action
Search

- Project Type
  Required
- Name
  Required
- Project
  Required
Action
Search
- Project Type
  Required
- Field
  Required
Action
Search
- Field
  Required
Action
Search
- Field
  Required
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Search or write
Catch Raw Hook
Triggers when a POST, PUT, or GET request is made to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- URL
  Required
- Pick off a Child Key
- Deduplication Key
- Xpath
- Basic Auth
- Additional Request Headers
Trigger
Polling
Try It
- URL
  Required
- Data
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Additional Request Headers
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Additional Request Headers
Action
Write

- Project
  Required
- Project Type
  Required
- Collection
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
- ProjectName
  Required
- IncidentDate
- Description
- Case Number
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search
- Document ID
  Required
Action
Search
- Field
  Required
Action
Search
- Field
  Required
Action
Search
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search or write
- Field
  Required
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Search or write
- Pick off a Child Key
Trigger
Instant
Try It
- HTTP Method
  Required
- URL
  Required
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Additional Request Headers
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Additional Request Headers
Action
Write

Learn how to automate Webhooks by Zapier on the Zapier blog

About Filevine

Filevine is a modern case management system for law firms.

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Related categories

Project Management

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Learn more Help

Related categories

Connect Filevine to Webhooks by Zapier on the world's largest no-code automation platform

Explore Filevine + Webhooks by Zapier Integrations

easycsv

Connect Filevine and Webhooks by Zapier to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Filevine

Setup an action from Webhooks by Zapier

That’s it! You just connected Filevine to Webhooks by Zapier

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Filevine + Webhooks by Zapier integrations

Connect Filevine and Webhooks by Zapier to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Webhooks by Zapier on the Zapier blog

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Connect Filevine to Webhooks by Zapier on the world's largest no-code automation platform

Explore Filevine + Webhooks by Zapier Integrations

Explore Filevine + Webhooks by Zapier Integrations