--- title: "Connect Filevine to Gamma - APIANT.ai" description: "When \"New Contact\" fires in Filevine, your agent runs \"Create From Template\" in Gamma." canonical: "https://apiant.ai/connect/filevine-to-gamma" --- # Connect Filevine to Gamma When **New Contact** fires in [Filevine](https://apiant.ai/connections/filevine), your agent runs **Create From Template** in [Gamma](https://apiant.ai/connections/gamma). Describe the whole flow and it is built, tested on every scenario and kept running. Filevine **2** triggers Filevine **20** actions Gamma **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Filevine and Gamma to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Filevine can start in Gamma - When **New Contact** in Filevine then **Create From Template** in Gamma - When **New Project** in Filevine then **Create Generation** in Gamma 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 Filevine and Gamma ## Triggers and actions 2 triggers · 37 actions - 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 **Create From Template** Starts a new gamma generated from an existing template gamma, following your instructions on what to change. Returns a generation ID to check for the finished gamma. - Action **Create Generation** Starts generating a Gamma presentation, document, webpage or social post from your text (Classic generation). Returns a generation ID you can check with Get Generation Status. - Action **Delete gamma** Deletes a gamma from your workspace, archiving it first if needed. The gamma becomes inaccessible immediately. Requires a workspace admin. - Action **Export gamma** Starts exporting an existing gamma to PDF, PowerPoint or PNG and returns an export ID you can use to fetch the download link. - Action **Find gammas** Returns up to 25 gammas whose title or body text match a search query, optionally narrowed by creator and last-updated time. - Action **Find templates** Searches your workspace templates and Gamma's official templates by title and content, returning up to 25 matches from each. - Action **Generate image** Starts generating one standalone on-brand image from a text prompt and returns the image generation ID. Use Get image with that ID to retrieve the finished image. - Action **Get export** Returns the status of an export job and, once it is completed, the link to download the exported file. - Action **Get gamma** Returns a gamma's details: title, link, thumbnail, author, theme, created and updated times, and whether it is archived. - Action **Get gamma analytics** Returns engagement metrics for a gamma: total views, unique viewers and editors, card count, last opened time, and a 30-day daily viewer breakdown. - Action **Get gamma edit** Returns the status of a Gamma agent edit job (pending, completed or failed), with the edit summary or error and credits used. - Action **Get Generation Status** Returns the status of a gamma generation, and once completed, the link to the new gamma, its export file and the credits used. - Action **Get image** Returns the status of an image generation job and, once it has completed, the finished image with its URL, dimensions and media library ID. - Action **List folders** Returns the folders in your Gamma workspace that you can access, optionally filtered by name. - Action **List gamma comments** Returns the comment threads on a gamma, including their replies, optionally only those with activity since a given time. - Action **List themes** Returns the themes available in your Gamma workspace, including standard and custom themes, optionally filtered by name or type. - Action **Update gamma** Starts an AI edit of an existing gamma from a natural-language instruction. Returns an edit ID to check with Get gamma edit. ## Each app on its own - [ **Filevine** Filevine is a modern case management system for law firms.](https://apiant.ai/connections/filevine) - [ **Gamma** Gamma is an AI-powered design partner that helps create professional-looking presentations, documents, and...](https://apiant.ai/connections/gamma) Reviews ## What our customers say ## More from Filevine - [ **Filevine to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/filevine-to-hubspot) - [ **Filevine to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/filevine-to-salesforce) - [ **Filevine to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/filevine-to-slack) - [ **Filevine to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/filevine-to-google-sheets) - [ **Filevine to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/filevine-to-gmail) - [ **Filevine to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/filevine-to-google-calendar) ## More into Gamma - [ **HubSpot to Gamma** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-gamma) - [ **Salesforce to Gamma** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-gamma) - [ **Slack to Gamma** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-gamma) - [ **Google Sheets to Gamma** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-gamma) - [ **Gmail to Gamma** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-gamma) - [ **Google Calendar to Gamma** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-gamma) Questions ## Filevine and Gamma, answered ### ### What can start an automation from Filevine? Any of Filevine's 2 triggers in the catalog, including New Contact and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Gamma when something happens in Filevine? Any of Gamma's 17 actions, including Create From Template, Create Generation, Update gamma and Export gamma. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Gamma to Filevine? Gamma has no triggers in the catalog today, so automations start in Filevine. If you need the other direction, ask: your agent reads Gamma's API documentation and adds it. ### ### Do I have to build a connector for Filevine or Gamma? 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 Filevine and Gamma 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.