Filevine + Salesforce + Webhooks by Zapier Integrations
How to connect Filevine + Salesforce + Webhooks by Zapier
Zapier lets you send info between Filevine and Salesforce and Webhooks by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Filevine + Salesforce + Webhooks by Zapier
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Filevine, Salesforce, and Webhooks by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
EventRequired
Load additional data?
Try ItFirst NameRequired
Last Name
Phone Numbers
Email Addresses
Address line 1
Address line 2
City
State
Zip code
Label
Contact TypesRequired
ProjectRequired
Project TypeRequired
Project TypeRequired
Project NameRequired
ContactRequired
Incident Date
ProjectRequired
Project TypeRequired
CollectionRequired
ProjectRequired
Project TypeRequired
ProjectRequired
Project TypeRequired
ProjectRequired
Project TypeRequired
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How Filevine + Salesforce + Webhooks by Zapier Integrations Work
- Step 1: Authenticate Filevine, Salesforce, and Webhooks by Zapier.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Filevine
Filevine is a modern case management system for law firms.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
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.