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truly integrated Client Portal and automations tool exclusively for Filevine. Automate everything.

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Everyday Vine

Free videos and resources for improving and upgrading your Filevine build!

Creating an Automated Email from a Task Completion in Filevine

Home 9 Videos 9 Creating an Automated Email from a Task Completion in Filevine

In today’s Everyday Vine video, we are going to be demonstrating how you can create an automated, standard email that sends to your client when a particular task from the Filevine Project Feed is completed.

The key here is using hashtags within auto-tasks in Filevine! Our system will listen for tasks being created that have a particular hashtag you provide, and from there, you can apply any custom automated action you want – in this case, it will be a nice “thank you” email to the client for paying their invoice.

Browse more Everyday Vine videos below!