Connect CallFire and Filevine

Both apps 36CallFire 14Filevine 22

• Trigger
  New call

  Polls for completed calls. Fires for each new inbound or outbound call.

• Trigger
  New contact

  Polls for newly created contacts in the account.

• Trigger
  New SMS text received

  Polls for inbound SMS text messages. Fires for each newly received text.

• Trigger
  New text sent

  Polls for outbound SMS text messages. Fires for each newly sent text.

• Action
  Add new contact

  Creates a new contact in CallFire and returns its ID.

• Action
  Delete contact

  Deletes a contact by its CallFire contact ID.

• Action
  Get contact by ID

  Retrieves a single contact by its CallFire contact ID.

• Action
  Get contact by property

  Get contact details by property name and value.

• Action
  Get text message

  Retrieves a single sent or received text message by its ID.

• Action
  List contact lists

  Returns all contact lists in the account.

• Action
  Remove contact from list

  Removes a contact (by contact ID) from a specified contact list.

• Action
  Send SMS text message

  Sends an SMS text message to one phone number and returns the new text's ID and state.

• Action
  Send voice call

  Places a text-to-speech voice call to one phone number and returns the new call's ID and state.

• Action
  Update contact

  Updates an existing contact by its CallFire contact ID.

• 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.