Supercharge Filevine with Zapier

Zapier connects app-to-app tools and makes it easy to integrate Filevine with the other apps you rely on. With support for hundreds of platforms and endless options for flexible customization, you can build out simple or complex workflows.

RingCentral
Mailchimp
Constant Contact
Microsoft 365
Outlook.com

Smart Automations for Filevine Using Zapier

These are some ideas to get you started, but the possibilities are virtually limitless!

Keep your marketing lists up to date by instantly adding new Filevine contacts to Mailchimp—no manual imports required.
Capture every voicemail by automatically logging Google Voice messages as activity notes inside the relevant Filevine project.
Maintain a clean workflow by automatically unassigning all tasks when a Filevine project is archived.
How TO GUIDE

Set up Filevine and create a PAT for Zapier

Just getting started with Filevine and Zapier?

Check out our guide on how to configure Filevine to work with Zapier.

You'll learn how to:

1 Create a Zapier Service Account
2 Set up the Zapier Integration
3 Create a Personal Access Token (PAT)
Learn How →

Connecting Zapier to Filevine

Discover how to automate your law firm's workflow using the Filevine Zapier connector to streamline repetitive tasks and improve project management in this Free Help replay.

This session provides a step-by-step walkthrough for building an automation that unassigns project tasks when a project is archived, ensuring clean user feeds while preserving all note data.

Learn advanced techniques, including custom API requests, filtering, and looping to connect Filevine with over 9,000 other platforms.

Zapier

Help us make Zapier better

If you have specific feature requests or would like to report a bug, please let us know. Your input helps us make Zapier better for the whole Filevine community; we’re always looking for ways to improve. 

Submit your feature request or report a bug using the form below. Thanks in advance for your help!

Submit a Request ⟶