What this article helps with: Creating a Filevine contact, and optionally a Filevine project, from a new lead Hona captures.
Who this is for: Firm admins with access to Hona Automations and a connected Filevine integration.
What it does. The Filevine Create Contact & Project action creates a contact in Filevine with the first name, last name, email and phone you set. Turn on Create Project for Contact to also create a project with a project type, phase, project name, incident date and description. You can add intake sections, each with a section name and the fields to fill in.
Setting it up. In Automations, click + and name the automation. Choose a trigger, such as Form Submitted with the Chatbot Form or Voice AI Form, and save it. Click Add Action and choose Filevine Create Contact & Project. Fill each field, using the {+} icon to insert details from the trigger, such as the lead's name and phone. Save.
Tips. The project type and phase must be ones that exist in your Filevine account. Test with a sample lead before you turn the automation on.
Related articles: How to Configure Lead Automation, Create Filevine Task Automation Setup.