Filevine

Why Calendar Links Supercharge Filevine

Boost your client interaction with reduced no-shows and clearer call-to-action scheduling using Add-to-Calendar links.

• Universal “Add to Calendar” functionality for all major platforms.
• Brandable invites that enhance your firm’s image.
• Seamless analytics to track client engagement.
• Integrations through Zapier, Make, API, and webhooks.

Add Calendar Links in Filevine: Triggers & Actions

Create and Manage Events Effortlessly

1. Set Up CalendarLink for New or Updated Contacts

Trigger the creation of calendar events when a new contact is added or updated in Filevine. Keeping everyone on the same page has never been easier.

2. Send Data to CalendarLink

Map contact names, event dates, and descriptions directly to CalendarLink. Optionally capture RSVPs to streamline attendance tracking.

3. Publish the Custom Invite

Receive a personalized Add-to-Calendar link to share via email or social, ensuring your invitees never miss an important date.

Fire Filevine Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Use triggers like New Event or Updated Contact to initiate workflow processes within Filevine.

2. Map Add-to-Calendar Data

Ensure that titles, dates, and times are accurately conveyed to attendees, reducing miscommunication.

3. Update Collection Item or Project

Automatically update records or projects in Filevine, ensuring that all information is synchronized and current.

Optimising Calendar Links in Filevine

• Use branded invites to maintain professional image.
• Leverage analytics to understand client attendance patterns.
• Utilize smart reminders to minimize no-shows.
• Embed calendar links on your website for easy access.