ClientRock integration with Filevine
How to Create Filevine contacts from new ClientRock meetings
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Filevine contacts from new ClientRock meetings" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ClientRock integrations
ClientRock actions
Nekton can use any feature that is available in ClientRock API.
Using our advanced AI, you can easily create custom automations for ClientRock.
Here are some typical actions you can do in your automated workflows.
Start New Engagement
Creates a new engagement and automatically sends the fee agreement and payment request.
Draft Engagement
Drafts an Engagement (does not send it to client)
New Meeting
Triggers when a new meeting is created.
About ClientRock
ClientRock is an online booking tool made for attorneys to book consultations and get paid all in one step.