Integration
Connect Filevine and GoHighLevel
When New Contact fires in Filevine, your agent runs Create contact in GoHighLevel, or New or updated contact in GoHighLevel to Create Contact 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 GoHighLevel 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 GoHighLevel can do together
From Filevine to GoHighLevel
When New Contact in Filevine
then Create contact in GoHighLevel
From GoHighLevel 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 GoHighLevel
Triggers and actions 3 triggers · 52 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 or updated contact
Triggered when a contact is created or updated in your HighLevel sub-account.
- Add or Remove Tags on Multiple Contacts
Adds or removes a list of tags on many contacts in one call. Choose add or remove, then supply the contact IDs and tags.
- Create appointment
Book a new calendar appointment.
- Create contact
Create a new contact in HighLevel.
- Create note
Add a note to a contact.
- Create opportunity
Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting.
- Create task
Create a task on a contact.
- Delete appointment
Cancel/delete a calendar event or appointment.
- Delete contact
Delete a contact.
- Delete note
Delete a note from a contact.
- Delete task
Delete a task from a contact.
- Find contacts
Search contacts by name, email, phone, or other criteria.
- Find conversations
Search conversations by contact or other criteria.
- Find opportunities
Search opportunities by pipeline, stage, contact, or other criteria.
- Get appointment
Retrieve a single calendar appointment by ID.
- Get calendar
Retrieve a single calendar's configuration by ID.
- Get contact
Retrieve a single contact by ID.
- Get conversation
Retrieve a single conversation by ID.
- Get note
Retrieve a single note on a contact.
- Get opportunity
Retrieve a single opportunity by ID.
- List calendar events
List calendar events within a date range.
- List calendars
List all calendars for the location.
- List notes
List all notes on a contact.
- List tasks
List all tasks on a contact.
- Remove tags from contact
Remove one or more tags from a contact.
- Send a message
Send an SMS, email, or other conversation message to a contact.
- Update appointment
Update an existing calendar appointment.
- Update contact
Update an existing contact's fields.
- Update note
Update an existing note on a contact.
- Update opportunity
Update an existing opportunity's fields.
- Update task
Update an existing task on a contact.
- Upsert contact
Create a contact or update it if a matching contact already exists.
- Upsert opportunity
Create an opportunity or update it if a matching one already exists.
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
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Questions
Filevine and GoHighLevel, 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 GoHighLevel when something happens in Filevine?
Any of GoHighLevel's 32 actions, including Create appointment, Create contact, Create note and Create opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from GoHighLevel to Filevine?
Yes. When something happens in GoHighLevel, your agent can act in Filevine too. This page covers both directions: GoHighLevel's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or GoHighLevel?
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 GoHighLevel 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.