Connect Cognito Forms and Filevine

Both apps 34Cognito Forms 12Filevine 22

• Trigger
  New Entry

  Triggers when a new entry is submitted to the selected form.

• Trigger
  Updated Entry

  Triggers when an entry on the selected form is updated.

• Action
  Create Entry

  Creates a new entry on a Cognito Forms form with the field values you supply.

• Action
  Delete Entry

  Deletes an entry from a Cognito Forms form.

• Action
  Get Document

  Generates and returns a document for a form entry from one of the form's document templates, including a link to download the file.

• Action
  Get Entry

  Returns a single entry from a Cognito Forms form, including all of its field values.

• Action
  Get Form Entries

  Returns the entries submitted to a form, with each entry's field values.

• Action
  Get form fields

  Returns the list of fields defined on a Cognito Forms form, including each field's name, type and settings.

• Action
  Get form schema

  Returns the JSON schema of a form, describing each of its fields and their types.

• Action
  List forms

  Returns all forms in your Cognito Forms organization, with each form's id and name.

• Action
  Set Form Availability

  Sets when a form is open for submissions: the date it opens, the date it closes, and the message shown while it is unavailable.

• Action
  Update Entry

  Updates an existing entry on a form, changing only the field values you supply.

• 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.