--- title: "Connect Calendly and Filevine - APIANT.ai" description: "When \"New scheduled event (polling)\" fires in Calendly, your agent runs \"Add invoice\" in Filevine." canonical: "https://apiant.ai/connect/calendly-to-filevine" --- # Connect Calendly and Filevine When **New scheduled event (polling)** fires in [Calendly](https://apiant.ai/connections/calendly), your agent runs **Add invoice** in [Filevine](https://apiant.ai/connections/filevine), or **New Contact** in Filevine to **Update event type availability schedule** in Calendly. Describe the whole flow and it is built, tested on every scenario and kept running. Calendly **2** triggers Calendly **18** 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 Calendly 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 Calendly and Filevine can do together ### From Calendly to Filevine - When **New scheduled event (polling)** in Calendly then **Add invoice** in Filevine - When **Canceled scheduled event (polling)** in Calendly then **Add project contact** in Filevine ### From Filevine to Calendly - When **New Contact** in Filevine then **Update event type availability schedule** in Calendly - When **New Project** in Filevine then **Get current user** in Calendly 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 Calendly and Filevine ## Triggers and actions 4 triggers · 38 actions - Trigger **Canceled scheduled event (polling)** Triggers when a scheduled event is canceled. - Trigger **New scheduled event (polling)** Triggers when a new scheduled event is created. - Action **Cancel scheduled event** Cancels a scheduled event with a specified reason for the cancellation. - Action **Create single-use scheduling link** Creates a single-use booking link that allows one person to schedule an event. - Action **Get current user** Returns the authenticated user's profile including name, email, timezone, and scheduling URL. - Action **Get event type** Returns details for the specified event type. - Action **Get invitee** Returns details about a specific invitee for a scheduled event. - Action **Get invitee next scheduled event** Gets the next scheduled event for the invitee specified by their email. - Action **Get scheduled event** Returns details about a specific scheduled event. - Action **Get user availability schedule** Returns details for the specified user availability schedule. - Action **List event invitees** Returns the list of invitees for a scheduled event, optionally filtered by status. - Action **List event type availability schedules** Returns the event type's availability schedules. - Action **List event types** Returns your calendar's event type templates, optionally filtered by scope and active status. - Action **List organization memberships** Returns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role. - Action **List scheduled events** Returns scheduled events, filterable by scope, status, date range, and invitee email. - Action **List user availability schedules** Returns the user's availability schedules. - Action **List webhook subscriptions** Returns all webhook subscriptions for your organization. - Action **Mark invitee as no-show** Records that an invitee did not attend their scheduled event. - Action **Undo invitee no-show** Removes a no-show marking from an invitee. - Action **Update event type availability schedule** Replaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host. - 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 - [ **Calendly** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connections/calendly) - [ **Filevine** Filevine is a modern case management system for law firms.](https://apiant.ai/connections/filevine) Reviews ## What our customers say ## More from Calendly - [ **Calendly to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/calendly-to-notion) - [ **Calendly to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/calendly-to-gohighlevel) - [ **Calendly to Base64 Encoder/Decoder** Easily convert any file type to a Base64 encoded string and vice versa using our free online converter.](https://apiant.ai/connect/calendly-to-base64-encoder-decoder) - [ **Calendly to CleverReach** CleverReach is an email marketing solution that lets you easily create newsletters online and send them to...](https://apiant.ai/connect/calendly-to-cleverreach) - [ **Calendly to CORE** Access the world's Open Access research papers](https://apiant.ai/connect/calendly-to-core) - [ **Calendly to Fera** Fera is a customer reviews app that allows you to automate review requests, display reviews on your site and...](https://apiant.ai/connect/calendly-to-fera) ## 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 ## Calendly and Filevine, answered ### ### What can start an automation from Calendly? Any of Calendly's 2 triggers in the catalog, including New scheduled event (polling) and Canceled scheduled event (polling). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Filevine when something happens in Calendly? 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 Calendly? Yes. When something happens in Filevine, your agent can act in Calendly too. This page covers both directions: Filevine's triggers and Calendly's actions are listed here as well. ### ### Do I have to build a connector for Calendly 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 Calendly 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.