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ClientRock + Filevine + Formatter by Zapier

ClientRock + Filevine + Formatter by Zapier

ClientRock + Filevine integrations

Create Filevine contacts from new ClientRock meetings

This integration will automatically create a new contact in Filevine when a potential client books a new ClientRock consultation.

When this happens...
New MeetingTriggers when a new meeting is created.
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with ClientRock, Formatter by Zapier, and more

- Team
  Required
Trigger
Instant
Try It
- Team
  Required
- Engagement Template
  Required
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
Action
Write
- Transform
  Required
Action
Write
- Transform
  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

- Team
  Required
- Engagement Template
  Required
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
- 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

About ClientRock

ClientRock is an online booking tool made for attorneys to book consultations and get paid all in one step.

Related categories

Scheduling & Booking

About Filevine

Filevine is a modern case management system for law firms.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn moreLearn moreHelpHelp

Related categories