Connect Filevine to Ecologi

Both apps 32Filevine 22Ecologi 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
  Buy Carbon Offsets

  Funds carbon avoidance projects by the kilogram or tonne and returns the cost and the projects funded.

• Action
  Buy Carbon Removals

  Funds permanent carbon removal by the kilogram and returns the cost and the project funded.

• Action
  Fund Habitat Restoration

  Funds habitat restoration (such as wildflower meadows or seagrass) by the square metre and returns the cost and the project funded.

• Action
  Get Carbon Avoided

  Returns the total and pending tonnes of CO2e an Ecologi user has avoided.

• Action
  Get Carbon Removed

  Returns the total and pending tonnes of CO2e an Ecologi user has permanently removed.

• Action
  Get Habitat Restored

  Returns the total and pending square metres of habitat an Ecologi user has restored.

• Action
  Get Total Impact

  Returns an Ecologi user's combined impact: trees, carbon avoided, carbon removed and habitat restored, with pending amounts.

• Action
  Get Trees Funded

  Returns the total and pending number of trees an Ecologi user has funded.

• Action
  Plant Local Trees

  Funds tree planting in a chosen country (UK, US, Australia or Brazil) and returns the cost and the project funded.

• Action
  Plant Trees

  Funds planting of one or more trees in your Ecologi forest and returns the cost and the projects funded.

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