Integration
Connect Commonsku and Filevine
When New client fires in Commonsku, your agent runs Add invoice in Filevine, or New Contact in Filevine to Update contact in Commonsku. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Commonsku and Filevine to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Commonsku and Filevine can do together
From Commonsku to Filevine
When New client in Commonsku
then Add invoice in Filevine
From Filevine to Commonsku
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 Commonsku and Filevine
Triggers and actions 5 triggers · 42 actions
- New client
Triggers when a new client is added in commonsku.
- New invoice
Triggers when a new invoice is created in commonsku.
- Sales Order Status Change
Triggers when a sales order reaches a new status, such as Client Approved, In Production or Shipped. Each newly created sales order also fires once with its first status.
- Add client
Creates a new client in commonsku.
- Add client address
Creates a new address in a client's address book and returns the created address.
- Add client contact
Creates a contact for a commonsku client and returns the new contact.
- Add project
Creates a new project for an existing client in commonsku.
- Add tag
Creates a tag in your commonsku company, or returns the existing tag if one with the same label already exists.
- Delete client
Deletes a client from commonsku by ID, along with all of its contacts and addresses, and returns the deleted client.
- Find products by keyword
Returns the products whose name, supplier code or tag match a keyword, optionally narrowed by supplier, division, tag, owner or net price.
- Get client
Returns the details of a single Commonsku client, including its terms, industry, status and tags. An error occurs if the client is not found.
- Get invoice
Returns a single invoice, including its customer, billing and shipping details, line items and totals. An error occurs if the invoice is not found.
- Get product
Returns the full details of a single product by its ID, including its colors, sizes, imprints, images, SKUs, costs and prices. An error occurs if the product is not found.
- Get project
Returns the details of a single commonsku project by its ID.
- List client contacts
Returns the contacts associated with a commonsku client, including names, email, department and phone numbers.
- List clients
Returns the clients in your commonsku account, optionally filtered by customer number, client name, credit hold status or last-updated date.
- List invoices
Returns invoices in your commonsku account, optionally filtered by status, customer, numbers or dates.
- List products
Returns products in your commonsku account, optionally filtered by keyword, supplier, division, tag or price, or by a special mode such as popular or recently used products.
- List projects
Returns the projects in your commonsku account, optionally filtered by client, dates or project number.
- List purchase orders
Returns the purchase orders in your commonsku account, optionally filtered by status, client, order numbers, dates or tracking number.
- List sales orders
Returns the sales orders in your commonsku account, optionally filtered by status, client, numbers and date ranges.
- List tags
Returns the tags defined in your commonsku company, optionally limited to one record, one record type, or a label search.
- Update client
Updates an existing commonsku client's name, payment terms, industry, rep, website, status, credit hold and tags.
- Update contact
Updates an existing client contact's name, email or department in commonsku.
- Update product
Updates an existing product in commonsku. Only the fields you fill in are changed.
- New Contact
Triggers when a new contact is added in Filevine.
- New Project
Triggers when a new project (case) is created in Filevine.
- Add appointment
Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees.
- Add invoice
Creates a new invoice on a Filevine project from its billable billing items.
- Add project contact
Adds an existing contact to a Filevine project, optionally with the role they play on that project.
- Add project deadline
Creates a new deadline (such as a statute of limitations or court date) on a Filevine project.
- Add task
Creates a task on a Filevine project and assigns it to a user, with an optional subject and due date.
- Create Collection Item
Adds a new item to a collection section (for example a list of medical providers) on a Filevine project.
- Create Contact
Creates a new contact card (a person or organization) in Filevine.
- Find Collection Item
Gets one collection item from a Filevine project by its item ID.
- Find Contact
Finds the first Filevine contact matching an email, full name, phone or search term.
- Find Document
Finds the first Filevine document matching a search term, optionally within one project.
- Find Form
Gets the field values of a form section on a Filevine project.
- Find Phase
Finds a phase of a Filevine project type by name and returns its ID.
- Find Project
Finds the first active Filevine project matching a name, project number or search term.
- Find Project Type
Finds a Filevine project type by name and returns its ID.
- Find User
Finds the first Filevine user in your org matching a name, email or username.
- Get Project
Returns a Filevine project's details, including its name, type, phase, client, team and project URL.
- Toggle Section
Shows or hides a section on a Filevine project.
- Update Collection Item
Updates fields on an existing collection item in a Filevine project.
- Update Contact
Updates an existing contact's details, such as name, email, phone numbers, addresses and person types. Fields left blank are not changed.
- 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.
Each app on its own
Reviews
What our customers say
More from Commonsku
Commonsku to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Commonsku to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Commonsku to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Commonsku to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Commonsku to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Commonsku to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Filevine
ActiveCampaign to FilevineActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FilevineOrganize anything with Airtable, a modern database created for everyone.
Asana to FilevineAsana is a collaborative information manager for workspace.
ClickUp to FilevineClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to FilevineDiscord is an all-in-one voice and text chat for gamers.
Brevo to FilevineBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Commonsku and Filevine, answered
What can start an automation from Commonsku?
Any of Commonsku's 3 triggers in the catalog, including New client, New invoice and Sales Order Status Change. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in Commonsku?
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 Commonsku?
Yes. When something happens in Filevine, your agent can act in Commonsku too. This page covers both directions: Filevine's triggers and Commonsku's actions are listed here as well.
Do I have to build a connector for Commonsku 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 Commonsku 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.