Connect Filevine to AddToWallet

Both apps 32Filevine 22AddToWallet 10

• 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.

• Action
  Add template

  Creates a reusable dynamic pass template in AddToWallet, along with a linked user group for issuing passes from it.

• Action
  Create Digital Wallet Pass

  Creates a new Apple Wallet and Google Wallet pass and returns its id and shareable link.

• Action
  Delete pass

  Archives a wallet pass by setting its state to expired, moving it to the archived section of users' wallets.

• Action
  Delete template

  Deletes a dynamic pass template and queues removal of every wallet pass issued from it.

• Action
  Get credits

  Returns the number of free and premium pass credits available on your AddToWallet account.

• Action
  Get template

  Returns the full configuration of a dynamic pass template, including its placeholders and design elements.

• Action
  List templates

  Returns all dynamic pass templates on your AddToWallet account, each with its ID and design configuration.

• Action
  Select a Pass

  Returns the wallet pass with the given ID from your AddToWallet account.

• Action
  Update pass

  Updates an existing digital wallet pass. Only the details you fill in are changed.

• Action
  Update template

  Updates an existing dynamic pass template's name, description, design or dynamic fields. Passes already created from the template are re-rendered with the new design.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.