How to Send Happy Forms Submissions to Filevine

Filevine is a legal practice management platform. Getting Happy Forms submissions into Filevine does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

Skip the automation middleman

Rather than routing 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 Happy Forms installed and at least one form.
• 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 Happy Forms to Filevine.

2. Pick your trigger

Select Happy Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

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 Happy Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Fill out your Happy Forms form and submit. 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 submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

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