Hello Zapier Support,
I’m trying to build a Zap that automatically sends an email through Outlook when a project phase changes in my CMS (Filevine).
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Trigger: Filevine → Project Phase Changed
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Action: Outlook → Send Email
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Issue: When I test the trigger, Zapier pulls in some project fields (name, ID, etc.), but it does not pull in the client’s email or phone number. Without that, I can’t map the “To” field in Outlook.
In Filevine, the client’s email is stored under their contact role (Client). Is there a way for Zapier to access the contact role fields, or do I need to surface the client’s email via a custom field in Filevine so Zapier can pull it?
I even tried putting the email for my client in another static section.
Could you confirm if the Filevine integration supports pulling client contact details (email/phone), and if not, what the recommended workaround is?
Thanks for your help,
