The Filevine messaging webhook enables the user to send a message to their client(s) in Case Status without ever leaving the Filevine platform. 

How it Works

Whenever a comment is added to the #CaseStatus #Message thread, this message will be posted to the corresponding case in Case Status and thus delivered to all clients on that case. 

All incoming and outgoing messages will continue to be saved to the #CaseStatus #Message thread as usual.

Integration Configuration

Setting up the Filevine Webhook

1. In Filevine, click Main Menu > Advanced and select API Credentials from the left side menu. If applicable, select the desired Org from the dropdown at the top of the page.  
   
   
   
2. Click Create New Key, and then fill out the key’s purpose and click Create. (Purpose: Case Status Integration) *you may just need to update the existing key
   
   
   
3. The API key and key secret will be generated. Copy both items and send them back to me, along with your Filevine URL.
   
   
   
4. Next, navigate to the ‘Subscriptions’ tab on the left-hand menu and click ‘Create new Subscription’
   

• • The ‘Name’ should be "Case Status Messaging" and ‘Description’ should be "For sending messages from a Projects Activity feed in the #CaseStatus #Messaging thread."
  • The ‘API Key’ should be the one created in the step above
  • ‘Webhook’ will be: https://app.casestatus.com/filevine_webhook/{firm_id}
  • ‘Events:’ Select ‘Comment > Created’