--- title: "Connect Brandfolder and Filevine - APIANT.ai" description: "When \"New Asset\" fires in Brandfolder, your agent runs \"Add invoice\" in Filevine, or \"New Contact\" in Filevine to \"Create Asset\" in Brandfolder." canonical: "https://apiant.ai/connect/brandfolder-to-filevine" --- # Connect Brandfolder and Filevine When **New Asset** fires in [Brandfolder](https://apiant.ai/connections/brandfolder), your agent runs **Add invoice** in [Filevine](https://apiant.ai/connections/filevine), or **New Contact** in Filevine to **Create Asset** in Brandfolder. Describe the whole flow and it is built, tested on every scenario and kept running. Brandfolder **5** triggers Brandfolder **20** actions Filevine **2** triggers Filevine **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Brandfolder and Filevine to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Brandfolder and Filevine can do together ### From Brandfolder to Filevine - When **New Asset** in Brandfolder then **Add invoice** in Filevine - When **New Brandfolder** in Brandfolder then **Add project contact** in Filevine ### From Filevine to Brandfolder - When **New Contact** in Filevine then **Create Asset** in Brandfolder - When **New Project** in Filevine then **Create Brandfolder** in Brandfolder Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Brandfolder and Filevine ## Triggers and actions 7 triggers · 40 actions - Trigger **New Asset** Triggers when a new asset is added to the selected Brandfolder. - Trigger **New Brandfolder** Triggers when a new Brandfolder becomes accessible to the connected user. - Trigger **New Collection** Triggers when a new collection becomes accessible to the connected Brandfolder user. - Trigger **New Section** Triggers when a new section is added to a Brandfolder. - Trigger **Updated Asset** Triggers when an existing asset in a Brandfolder is changed. Newly created assets that have not been edited do not fire it. - Action **Create Asset** Creates an asset in a Brandfolder section, optionally with file attachments imported from public URLs. - Action **Create Brandfolder** Creates a new Brandfolder in the chosen organization. - Action **Create Custom Field** Creates a controlled custom field key in a Brandfolder, optionally restricting its allowed values. - Action **Create Section** Creates a new section in a Brandfolder to organize assets. - Action **Create Tag** Adds one or more tags to a Brandfolder asset and returns all of the asset's tags. - Action **Delete asset** Deletes an asset from Brandfolder. - Action **Delete attachment** Deletes an attachment (file) from a Brandfolder asset. - Action **Delete collection** Deletes a collection from Brandfolder. - Action **Get asset** Returns a single Brandfolder asset by its id, optionally with its related attachments, tags, collections, section and custom fields. - Action **Get Brandfolder** Returns a single Brandfolder by its id, including its name, privacy, slug and tagline. - Action **Get collection** Returns a Brandfolder collection's details, optionally with its asset count and related records. - Action **List assets** Returns the assets in a Brandfolder, optionally narrowed by a search query and expanded with related records such as tags, collections or attachments. - Action **List Brandfolders** Returns all Brandfolders the connected user can access, optionally filtered by a search query. - Action **List collections** Returns every collection your Brandfolder account can access, across all Brandfolders. - Action **List sections** Returns the sections in a Brandfolder, with each section's name, default asset type and position. - Action **List tags** Returns the tags on assets in a Brandfolder. - Action **Update Asset** Updates an existing Brandfolder asset's name, description, thumbnail, approval, availability dates, and can add new attachments. - Action **Update attachment** Updates an attachment's file name or replaces its file from a URL, and returns the updated attachment. - Action **Update Brandfolder** Updates the name, privacy, slug or tagline of a Brandfolder. - Action **Update Collection** Updates the name, slug or tagline of an existing Brandfolder collection and returns the updated collection. - 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. ## Each app on its own - [ **Brandfolder** Store, share, and showcase your assets in one place with Brandfolder, the world's most powerfully simple...](https://apiant.ai/connections/brandfolder) - [ **Filevine** Filevine is a modern case management system for law firms.](https://apiant.ai/connections/filevine) Reviews ## What our customers say ## More from Brandfolder - [ **Brandfolder to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/brandfolder-to-hubspot) - [ **Brandfolder to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/brandfolder-to-salesforce) - [ **Brandfolder to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/brandfolder-to-slack) - [ **Brandfolder to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/brandfolder-to-google-sheets) - [ **Brandfolder to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/brandfolder-to-gmail) - [ **Brandfolder to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/brandfolder-to-google-calendar) ## More into Filevine - [ **ActiveCampaign to Filevine** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-filevine) - [ **Airtable to Filevine** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-filevine) - [ **Asana to Filevine** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-filevine) - [ **ClickUp to Filevine** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-filevine) - [ **Discord to Filevine** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-filevine) - [ **Brevo to Filevine** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-filevine) Questions ## Brandfolder and Filevine, answered ### ### What can start an automation from Brandfolder? Any of Brandfolder's 5 triggers in the catalog, including New Asset, New Brandfolder, New Collection and New Section. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Filevine when something happens in Brandfolder? Any of Filevine's 20 actions, including Create Collection Item, Create Contact, Update Collection Item and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Filevine to Brandfolder? Yes. When something happens in Filevine, your agent can act in Brandfolder too. This page covers both directions: Filevine's triggers and Brandfolder's actions are listed here as well. ### ### Do I have to build a connector for Brandfolder or Filevine? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Brandfolder and Filevine without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.