Connect Filevine and Grafana

Both apps 47Filevine 22Grafana 25

• 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.

• Trigger
  New Dashboard

  Triggers when a new dashboard is created in your Grafana instance.

• Action
  Add Team Member

  Adds an existing Grafana user to a team.

• Action
  Create Alert Rule

  Creates a Grafana-managed alert rule (or recording rule) in a folder and rule group, and returns the new rule.

• Action
  Create Annotation

  Creates an annotation in Grafana, either on a specific dashboard panel or as an organization-wide annotation. Supports point-in-time and region annotations with tags.

• Action
  Create Folder

  Creates a new folder in Grafana, optionally nested under a parent folder.

• Action
  Create or Update Dashboard

  Creates a new dashboard or updates an existing one from a complete dashboard model, optionally placing it in a folder and recording a version-history message.

• Action
  Create Team

  Creates a new team in your Grafana organization with a name and optional email.

• Action
  Delete Alert Rule

  Deletes a Grafana-managed alert rule or recording rule by its UID.

• Action
  Delete Annotation

  Deletes an annotation from Grafana by its id.

• Action
  Delete Dashboard

  Deletes a dashboard from your Grafana instance by its unique identifier.

• Action
  Delete Folder

  Deletes a Grafana folder along with all dashboards and alerts stored in it.

• Action
  Find Annotations

  Returns annotations matching the given time range, dashboard, panel, user, alert, type or tags.

• Action
  Find Teams

  Finds teams in your Grafana organization by name or partial name.

• Action
  Get Alert Rule

  Returns a single Grafana-managed alert rule or recording rule by its UID, including its queries, labels, annotations and folder.

• Action
  Get Annotation

  Returns a single annotation by its id, including its text, tags, time range and the dashboard and panel it belongs to.

• Action
  Get Dashboard

  Returns a Grafana dashboard, including its full dashboard model and metadata such as its folder and URL, given the dashboard's unique identifier.

• Action
  Get Data Source

  Returns a single Grafana data source, including its type, URL, access mode and settings, looked up by its UID.

• Action
  Get Folder

  Returns a Grafana folder by its UID, including its title and parent folder.

• Action
  Get Team

  Returns a Grafana team's details (name, email, organization, created and updated times) by its ID.

• Action
  List Data Sources

  Returns all data sources configured in your Grafana organization, with their names, types and connection settings.

• Action
  List Folders

  Returns all folders in your Grafana organization that you have permission to view, with each folder's UID, title and parent folder.

• Action
  Remove Team Member

  Removes a user from a Grafana team.

• Action
  Update Alert Rule

  Updates an existing Grafana alert or recording rule, replacing its title, queries, condition, labels and other settings.

• Action
  Update Annotation

  Updates the text, tags, or time range of an existing annotation. Fields left blank keep their current values.

• Action
  Update Folder

  Updates an existing folder's title, or moves it under a different parent folder.

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