Connect Algolia and Filevine

Both apps 51Algolia 29Filevine 22

• Trigger
  Browse Records

  Triggers when a new record appears in an Algolia index, optionally limited to records matching a query or filter.

• Action
  Add or Replace Record

  Adds a record to an Algolia index, or replaces the existing record with the same object ID.

• Action
  Batch Indexing

  Adds, updates or deletes several records in one Algolia index with a single request. Returns the affected record IDs and the indexing task ID.

• Action
  Batch Multiple Indices

  Adds, updates, or deletes records across multiple Algolia indices in a single request.

• Action
  Batch Save Query Rules

  Creates or replaces several query rules on an Algolia index in one call, optionally clearing the existing rules first.

• Action
  Batch Save Synonyms

  Creates or replaces a batch of synonyms on an Algolia index.

• Action
  Check Task Status

  Returns whether an Algolia indexing task on an index has finished (published) or is still pending.

• Action
  Clear All Synonyms

  Deletes all synonyms from an Algolia index.

• Action
  Clear Index (Delete All Records)

  Deletes every record from an Algolia index while keeping its settings, synonyms and rules.

• Action
  Copy or Move Index

  Copies or moves (renames) an Algolia index to a destination index within the same application.

• Action
  Delete Index

  Deletes an Algolia index together with all its records and settings.

• Action
  Delete Query Rule

  Deletes a query rule from an Algolia index by its ID.

• Action
  Delete Record

  Deletes a single record from an Algolia index by its object ID.

• Action
  Delete Records by Query

  Deletes every record in an Algolia index that matches a filter. The deletion is queued as a task; empty filters are refused.

• Action
  Delete Synonym

  Deletes a synonym from an Algolia index by its ID.

• Action
  Find Query Rule

  Returns a single query rule from an Algolia index by its rule ID, including its conditions and consequence.

• Action
  Find Record

  Returns one record from an Algolia index by its object ID.

• Action
  Find Synonym

  Finds a synonym in an Algolia index by its ID and returns its type, words and replacements.

• Action
  Get Index Settings

  Returns the settings configured on an Algolia index, such as searchable attributes, ranking and faceting.

• Action
  Get Records (Batch)

  Retrieves one or more records by object ID, potentially from different indices, in a single call.

• Action
  List Indices

  Returns all indices in your Algolia application, with each index's name, record count, size and last-updated time.

• Action
  Partial Update Record

  Adds new attributes to an Algolia record or updates existing ones, leaving the other attributes unchanged.

• Action
  Save Record (Auto Object ID)

  Adds a record to an Algolia index with an auto-generated object ID, or replaces the record if the given object ID already exists.

• Action
  Save Synonym

  Creates a synonym in an Algolia index, or replaces the existing synonym with the same ID.

• Action
  Search for Facet Values

  Searches the values of a facet attribute in an index and returns the matching facet values with their record counts.

• Action
  Search Index

  Searches one Algolia index and returns the matching records (hits) with result counts.

• Action
  Search Multiple Indices

  Runs several search queries against one or more indices in a single request and returns each query's results in the same order.

• Action
  Search Synonyms

  Searches the synonyms of an Algolia index by text and optional synonym type, returning the matching synonyms and the total match count.

• Action
  Update Index Settings

  Updates the settings of an Algolia index, such as searchable attributes, faceting, ranking and typo tolerance. Settings you leave blank are not changed.

• Trigger
  New Contact

  Triggers when a new contact is added in Filevine.

• Trigger
  New Project

  Triggers when a new project (case) is created in Filevine.

• Action
  Add appointment

  Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees.

• Action
  Add invoice

  Creates a new invoice on a Filevine project from its billable billing items.

• Action
  Add project contact

  Adds an existing contact to a Filevine project, optionally with the role they play on that project.

• Action
  Add project deadline

  Creates a new deadline (such as a statute of limitations or court date) on a Filevine project.

• Action
  Add task

  Creates a task on a Filevine project and assigns it to a user, with an optional subject and due date.

• Action
  Create Collection Item

  Adds a new item to a collection section (for example a list of medical providers) on a Filevine project.

• Action
  Create Contact

  Creates a new contact card (a person or organization) in Filevine.

• Action
  Find Collection Item

  Gets one collection item from a Filevine project by its item ID.

• Action
  Find Contact

  Finds the first Filevine contact matching an email, full name, phone or search term.

• Action
  Find Document

  Finds the first Filevine document matching a search term, optionally within one project.

• Action
  Find Form

  Gets the field values of a form section on a Filevine project.

• Action
  Find Phase

  Finds a phase of a Filevine project type by name and returns its ID.

• Action
  Find Project

  Finds the first active Filevine project matching a name, project number or search term.

• Action
  Find Project Type

  Finds a Filevine project type by name and returns its ID.

• Action
  Find User

  Finds the first Filevine user in your org matching a name, email or username.

• Action
  Get Project

  Returns a Filevine project's details, including its name, type, phase, client, team and project URL.

• Action
  Toggle Section

  Shows or hides a section on a Filevine project.

• Action
  Update Collection Item

  Updates fields on an existing collection item in a Filevine project.

• Action
  Update Contact

  Updates an existing contact's details, such as name, email, phone numbers, addresses and person types. Fields left blank are not changed.

• Action
  Update Project

  Updates an existing Filevine project's name, description, number or incident date.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.