Integration
Connect Filevine and Geekbot
When New Contact fires in Filevine, your agent runs Get current user in Geekbot, or New Report in Geekbot to Add invoice in Filevine. 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 Filevine and Geekbot 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 Filevine and Geekbot can do together
From Filevine to Geekbot
When New Contact in Filevine
then Get current user in Geekbot
From Geekbot to Filevine
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 Geekbot
Triggers and actions 3 triggers · 37 actions
- 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.
- New Report
Triggers when a new standup report is submitted in Geekbot.
- Add out-of-office period
Schedules an out-of-office period for you or, if you are an admin, for another team member, covering whole days from the start date to the end date.
- Add poll
Creates a one-shot Geekbot poll that posts a question with answer choices to a channel.
- Add standup
Creates a new Geekbot standup with its questions, schedule and broadcast channel.
- Delete report
Deletes a standup report you authored, removing its broadcast message if one was posted.
- Delete standup
Deletes a standup and returns the details of the standup that was removed. You must have permission to edit the standup.
- Get current user
Returns the user who owns the connected API key, along with the team they belong to.
- Get poll
Returns one poll you created, including its schedule, channel, members and optionally its questions.
- Get report
Returns one submitted standup report, including who posted it, when, and the answer to each question.
- Get standup
Returns one standup by id, including its schedule, members, broadcast settings and optionally its questions.
- List out-of-office periods
Returns out-of-office periods for the team members you can view, ordered by start date, optionally narrowed by users, standups or a date window.
- List polls
Returns the active and paused polls you created in Geekbot, optionally filtered by state, channel, anonymity or creation date.
- List poll votes
Returns the vote results for a poll, grouped by broadcast and question. Without a date range it covers only the latest broadcast.
- List reports
Returns submitted Geekbot standup reports within a time window, optionally filtered by standup or user.
- List standups
Returns the active and paused standups visible to the connected user, with optional filters for state, anonymity, channel and creation date.
- List teams
Returns the Geekbot team tied to the connected API key, including its users who take part in at least one standup visible to the connected user.
- Start Report
Starts a standup immediately so its report questions go out, either to all of its participants or only to the users or emails you name. Returns the vendor's confirmation that the standup was queued.
- Update standup
Updates a standup's name, schedule, questions, channel and participants. Returns the updated standup.
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 Filevine
Filevine to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Filevine to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Filevine to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Filevine to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Filevine to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Filevine to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Geekbot
ActiveCampaign to GeekbotActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to GeekbotOrganize anything with Airtable, a modern database created for everyone.
Asana to GeekbotAsana is a collaborative information manager for workspace.
ClickUp to GeekbotClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to GeekbotDiscord is an all-in-one voice and text chat for gamers.
Freshdesk to GeekbotFreshdesk is a cloud-based customer support and helpdesk platform.
Questions
Filevine and Geekbot, 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 Geekbot when something happens in Filevine?
Any of Geekbot's 17 actions, including Update standup, Add out-of-office period, Add poll and Add standup. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Geekbot to Filevine?
Yes. When something happens in Geekbot, your agent can act in Filevine too. This page covers both directions: Geekbot's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or Geekbot?
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 Geekbot 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.