Connect Botsonic to Filevine

Both apps 35Botsonic 11Filevine 24

• Trigger
  New Form Entry

  Triggers when a visitor submits the Botsonic lead/user form in a new conversation.

• Action
  Add bot data from text

  Adds a block of text to a Botsonic bot's training data.

• Action
  Add bot data from URLs

  Adds web pages by URL to a Botsonic bot's training data.

• Action
  Add FAQ

  Adds a question-and-answer FAQ entry to your Botsonic bot's knowledge.

• Action
  Delete bot data

  Deletes a bot data source (an uploaded URL, file or text) from the bot's training data.

• Action
  Delete FAQ

  Deletes an FAQ from your Botsonic bot.

• Action
  Generate response

  Sends a question to your Botsonic bot and returns the bot's answer, along with its sources and suggested follow-up questions.

• Action
  Get conversation

  Returns one Botsonic conversation by its chat id, including the visitor details, message history and resolution status.

• Action
  List bot data

  Returns the training data sources (URLs, files and text) added to your bot, with their processing status.

• Action
  List conversations

  Returns the bot's conversations with visitors, including each chat's messages, visitor details and timestamps.

• Action
  List FAQs

  Returns the FAQs (question and answer pairs) trained into the bot, optionally filtered by a search phrase.

• Action
  Add appointment

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

• Action
  Add comment

  Adds a comment to an existing Filevine note, optionally as a specific author and with documents attached.

• 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
  Create Note

  Creates a note on a Filevine project's activity feed.

• Action
  Create Project

  Creates a new project (case) in Filevine for an existing client contact.

• 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 Form

  Updates field values in a form section on a Filevine project.

• 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.