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Vineskills
Zapier and Filevine

Zapier and Filevine

Documentation on using Zapier with Filevine including detailed instructions on building custom Zaps.

Getting Started

Adding Payments Scope to your PAT
Setup Filevine and Create a PAT For Zapier
Connect Zapier to Filevine (Using PATs)
How to check if my Filevine Org is currently using Zapier, and whether it needs to be upgraded to PATs
Upgrade/Migrate Filevine from a Legacy Version (API Keys) To Using PATs in Zapier

Custom & Advanced Configuration

Creating Custom API Requests in Filevine-Zapier
Searching for Contacts by Multiple Criteria/Fields in Filevine
Uploading and Fetching Documents in Filevine
Entering Custom Contact/Person Types

Use Cases

Example Zap: Add Google Voice Calls (Gmail) to Filevine Project Note
Example Zap: Add new Filevine contacts to Mailchimp
Example Zap: Unassign (Delete) All Tasks When a Project Becomes Inactive (Archived Phase)

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