Case Status + Filevine + Filter by Zapier

Close Case Status cases for new Filevine phase updates

Don't want to wait for the integration to run through your cases each night? This Zapier automation helps close a case in Case Status when a project in Filevine is updated to a specific phase. A filter will need to be created to close the case based on the phase in Filevine you would like it to be closed in. For example, if the project phase in Filevine exactly matches the phase 'Archived', the case will be closed in Case Status when you update your project to the 'Archived' phase.

When this happens...
New EventTriggers on a new event.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Close a CaseClose a case in Case Status
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with these apps

Discover other triggers and actions you can use with Filevine, Filter by Zapier, and more

- 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

- 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
Action
Search
- Search By
  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
New File Activity
Triggers when there is a new file added by a client to any case on your firm.
Trigger
Polling
Try It
- Case
  Required
- Integration Id
Action
Write
- Readable ID
  Required
- Client Phone Number
  Required
- Create New Client
  Required
- Client Email
- Client First Name
- Client Last Name
- Description
- Closed Date
- Case Date
- Attorney
  Required
- Case Type
- Case Status
- Paralegal
- Integration Id
Action
Write
- Case ID
  Required
- Integration ID
- Message Content
  Required
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
- Project Name
- Incident Date
- Description
- Case Number
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search
- Document ID
  Required
Action
Search
- Project Type
  Required
- Section Selector
  Required
- Project
Action
Search
- Project Type
  Required
- Search By
  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
- Only continue if...
  Required
Action
Filter
New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
Trigger
Polling
Try It
- Case Id
  Required
- Appointment Integration Id
  Required
- Appointment Type
  Required
- Date and Time
  Required
- Appointment Title
  Required
- Provider Type
- Provider Name
- Office Name
- Address/URL
- Description
- Attendees
Action
Write
- Readable ID
  Required
- Integration Id
- Create New Client
  Required
- Client Phone Number(s)
  Required
- Client Email
- Client First Name
- Client Last Name
- Primary Attorney
  Required
- Attorney Email List
- Paralegal Email List
- Closed Date
- Case Date
- Case Type
- Case Status
- Description
Action
Write
- Case ID
  Required
- Integration ID
- Status Name
- Stop Zap if Status not Found
  Required
- Stop Zap if Case not Found
  Required
Action
Write

About Case Status

Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.

HelpHelp

Related categories

App Builder

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filevine

Filevine is a modern case management system for law firms.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn moreLearn moreHelpHelp

Related categories

Developer Tools

Zapier

Related Zap Templates

Update case statuses in Case Status when phases are newly-updated in Filevine

Send Case Status messages for new Filevine events