Integration
Connect Credly and Filevine
When New issued badge fires in Credly, your agent runs Add invoice in Filevine, or New Contact in Filevine to Issue Badge in Credly. 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 Credly 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 Credly and Filevine can do together
From Credly to Filevine
When New issued badge in Credly
then Add invoice in Filevine
From Filevine to Credly
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 Credly and Filevine
Triggers and actions 3 triggers · 38 actions
- New issued badge
Triggers when a new badge is issued by your Credly organization.
- Add badge template
Creates a new badge template in your Credly organization and returns its id.
- Add employee
Adds an employee to your Credly Workforce organization and returns the new employee record.
- Delete badge template
Deletes a badge template from the Credly organization.
- Delete employee
Deletes an employee from your Credly Workforce organization.
- Get badge template
Returns a single badge template from your Credly organization, including its description, skills, criteria, state and visibility.
- Get employee
Returns a single employee in your Credly organization, looked up by email address, Credly id or your own external id.
- Get issued badge
Returns the details of a single issued badge, including its recipient, state, badge template and evidence.
- Get organization
Returns the details of the Credly organization this account is connected to.
- Issue Badge
Issues a new badge from one of your badge templates to a recipient by email.
- List badge templates
Returns the badge templates of your Credly organization, optionally filtered by name, state, skills, dates and more.
- List employees
Returns the employees in your Credly organization, optionally filtered by name or email, connection status or badge level.
- List endorsements
Returns the endorsements your organization holds on a badge template, including their competencies, credits and validity dates.
- List issued badges
Returns the badges your Credly organization has issued, with optional filters by recipient, badge template, state and dates, and a choice of sort order.
- List organizations
Returns the Credly organizations visible to the connected account.
- Replace issued badge
Replaces an issued badge with a new badge, optionally changing its template, recipient details, dates and evidence. Returns the new replacement badge.
- Revoke issued badge
Revokes an issued badge, removing it from the earner's wallet and public profile, and returns the updated badge.
- Update badge template
Updates an existing badge template in your Credly organization. Only the values you fill in are changed.
- Update employee
Updates an existing employee in your Credly organization, identified by email or your own employee ID. Fields left blank are not 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 Credly
Credly to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Credly to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Credly to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Credly to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Credly to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Credly 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
Credly and Filevine, answered
What can start an automation from Credly?
Any of Credly's 1 trigger in the catalog, including New issued badge. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in Credly?
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 Credly?
Yes. When something happens in Filevine, your agent can act in Credly too. This page covers both directions: Filevine's triggers and Credly's actions are listed here as well.
Do I have to build a connector for Credly 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 Credly 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.