Filevine and RowShare

Easily integrate Filevine and RowShare without any code.
Filevine
Filevine is a modern case management system for law firms.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with Filevine through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
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Automatically do that in Filevine
Or the other way round:
When this happens in Filevine
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Automatically do that in RowShare

Filevine Triggers and Actions

Below is a list of triggers and actions available on Filevine via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

New Event
Triggers on a new event.
and more triggers
Filevine doesn't offer (yet) any Trigger on Zapier.

Actions

Find or Create Project
Finds a project by searching.
Find or Create Collection Item
Finds a collection item by searching on item id.
Find Project
Finds a project by searching.
Find User
Finds a user by searching.
Toggle Section
Toggles a project section's visibility.
and 5 more actions
Filevine doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.