Filevine and Salesflare

How to connect Filevine

Filevine is a modern case management system for law firms.

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Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Copy Data From — Creates a reference to data in a project. This action supplies the data output to a "Copy Data To" action, which should be included in your Zap as a subsequent step.
Copy Data To — Copies data from a reference to a project. This action depends on the data output from a "Copy Data From" action, which should be included in your Zap as a prior step.
Create Collection Item — Creates a new collection item.
Create Contact — Creates a new contact.

Show 8 more actions

Create Project — Creates a new project.
Find or Create Collection Item — Finds a collection item by searching on item id.
Find or Create Contact — Finds a contact by searching.
Find or Create Project — Finds a project by searching.
Toggle Section — Toggles a project section's visibility.
Update Collection Item — Updates an existing collection item.
Update Form — Updates an existing form.
Update Project — Updates an existing project.