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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Event" from Filevine.

Add your action

An action happens after the trigger—such as "Create Task in Board" in Zoho Connect.

You’re connected!

Zapier seamlessly connects Filevine and Zoho Connect, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

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Connect Filevine and Zoho Connect 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.

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.

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.

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.

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.

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
- Stop on error
  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
- Network
  Required
- Group
Trigger
Instant
Try It
- Network
  Required
- Group
Trigger
Instant
Try It
- Network
  Required
Trigger
Instant
Try It
- Network
  Required
- Group
- Section
- Task Title
  Required
- Description
- Assignees
- Start Date
- Due Date
- Priority
- Display Image
- Display Name
Action
Write
- Network
  Required
- Group
- Content
  Required
- Link Url
- Link Title
- Link Description
- Display Image
- Display Name
Action
Write
- Network
  Required
- Email Address
  Required
- Member Type
- Groups
Action
Write
- Network
  Required
- Task Title
  Required
- Description
- Assignees
- Start Date
- Due Date
- Priority
- Display Image
- Display Name
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
- Network
  Required
- Group
Trigger
Instant
Try It
- Network
  Required
- Group
Trigger
Instant
Try It
- Network
  Required
- Group
Trigger
Instant
Try It
- Network
  Required
- Group
- Event Title
  Required
- Start Date
- Is All Day Event
- End Date & Time
- Location
- Description
- Display Image
- Display Name
Action
Write
- Network
  Required
- Group
- Email Address
  Required
Action
Write
- Network
  Required
- Event Title
  Required
- Is All Day Event
- Start Date
- End Date & Time
- Invite Group
- Invite Users
- Location
- Description
- Display Image
- Display Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Filevine

Filevine is a modern case management system for law firms.

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Related categories

Project Management

About Zoho Connect

From ideas to execution, Zoho Connect is your organization's private social network that redefines the way your employees and teams share information and collaborate with each other.

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