How to Send CartFlows Orders to Filevine

Filevine is a legal practice management platform. Here is how to pipe CartFlows order data straight into Filevine using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

Skip the automation middleman

Rather than routing order data through a third-party cloud, AFI sends it directly from your WordPress server to legal practice management. No task meter, no monthly bill.

What you will need

• A WordPress site with CartFlows installed and configured.
• A Filevine account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Filevine to AFI

Filevine uses OAuth 2.0 for authentication. In AFI → Settings → Filevine, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it CartFlows to Filevine.

2. Pick your trigger

Select CartFlows as the form provider. AFI fires when an order is completed through a flow, giving you access to customer details, product information, and order totals.

3. Select Filevine as the destination

Choose Filevine from the platform dropdown and pick Add Project. This creates a project in Filevine.

4. Map fields

Match each Filevine field on the left to the corresponding CartFlows field on the right. Common mappings include customer name, email, product details, and order total. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain orders? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Place a test order in your CartFlows store. Check Filevine to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name and email to Filevine with unlimited orders. Pro adds custom field mapping. No per-order fees on any plan.

Frequently asked questions

Which CartFlows events trigger the integration?

AFI fires when an order is completed through a flow. This covers new orders, customer details, and product information.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the order is processed. Your customers complete checkout normally without any delay.

Can I send orders to multiple platforms?

Yes. Create a separate integration for each destination, and every order flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect CartFlows to Filevine in minutes.