Connect Expiration Reminder to Filevine

Both apps 41Expiration Reminder 18Filevine 23

• Trigger
  New Contact

  Triggered when a new contact is added to your Expiration Reminder account.

• Trigger
  New Expiration Item

  Triggered when a new expiration item is added to your Expiration Reminder account.

• Trigger
  Status Changed Expiration Item

  Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.

• Action
  Add Location

  Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.

• Action
  Create Contact

  Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.

• Action
  Create Expiration Item

  Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.

• Action
  Create Expiration Item for Contact

  Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.

• Action
  Delete Contact

  Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.

• Action
  Delete Expiration Item

  Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.

• Action
  Find Contact

  Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.

• Action
  Find Expiration

  Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.

• Action
  Get Contact

  Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.

• Action
  Get Expiration Item

  Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.

• Action
  List Contacts

  Returns the contacts in your Expiration Reminder account, with the total number of contacts.

• Action
  List Expiration Items

  Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.

• Action
  List Locations

  Returns the locations in your Expiration Reminder account, with the total number of locations.

• Action
  Renew Expiration

  Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.

• Action
  Update Expiration Item

  Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.

• Action
  Add appointment

  Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees.

• Action
  Add comment

  Adds a comment to an existing Filevine note, optionally as a specific author and with documents attached.

• 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
  Create Note

  Creates a note on a Filevine project's activity feed.

• Action
  Create Project

  Creates a new project (case) in Filevine for an existing client contact.

• 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.