Filevine integration with Filter by Nekton
How to 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 Nekton 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.
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 "Close Case Status cases for new Filevine phase updates" 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.
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Gmail + Zoom actions
Nekton can use any feature that is available in Gmail + Zoom API.
Using our advanced AI, you can easily create custom automations for Gmail + Zoom.
Here are some typical actions you can do in your automated workflows.
Create Meeting
Creates a new Zoom Meeting. (Options not available here will default to user/account Zoom settings.)
Create Webinar Registrant
Creates a new webinar registrant.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is useful if an application has an API endpoint that Nekton doesn't implement yet. You will be expected to read and utilize the API documentation provided by the application. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates.
Add Label to Email
Add a label to an email message.
Create Draft Reply
Create (but do not send) a draft of a reply to an existing email.
Send Email
Create and send a new email message.
About Gmail + Zoom
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.