Connect Filevine and Greenhouse

Both apps 75Filevine 22Greenhouse 53

• 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
  Application Rejected

  Triggers when an application in Greenhouse is rejected, returning the rejected application with its candidate, job, rejection reason and custom fields.

• Trigger
  Application Updated

  Triggers when an application is created or updated in Greenhouse, including stage moves, rejections and hires.

• Trigger
  Candidate Hired

  Triggers when a candidate's application is marked as hired in Greenhouse, delivering the hired application.

• Trigger
  Candidate Updated

  Triggers when a candidate is created or updated in Greenhouse, returning the candidate's profile, contact details, tags and custom fields.

• Trigger
  Job Updated

  Triggers when a job (hiring plan) is created or updated in Greenhouse.

• Trigger
  New Candidate

  Triggers when a new candidate or prospect is added to Greenhouse.

• Trigger
  New Candidate Application

  Triggers when a new application is submitted or added for a candidate in Greenhouse, optionally limited to specific jobs, stages, sources or statuses.

• Trigger
  New Job

  Triggers when a new job (requisition / hiring plan) is created in Greenhouse.

• Trigger
  New Job Post

  Triggers when a new job post (a candidate-facing listing of a job) is created in Greenhouse.

• Trigger
  New Note

  Triggers when a new note is added to a candidate's profile in Greenhouse, including logged emails and activity entries.

• Trigger
  New Offer

  Triggers when a new offer is created on a candidate's application in Greenhouse.

• Trigger
  New Scheduled Interview

  Triggers when an interview on a candidate's application is scheduled on the calendar in Greenhouse.

• Trigger
  New Scorecard

  Triggers when an interviewer submits a scorecard for a candidate's interview in Greenhouse.

• Trigger
  New Scorecard Due

  Triggers when an interview has taken place and the interviewer's scorecard is still in draft, waiting to be submitted.

• Trigger
  Offer Updated

  Triggers when an offer is created or updated in Greenhouse, including status changes such as accepted or rejected.

• Action
  Add Attachment to Candidate

  Attaches a file (resume, cover letter, offer letter or other document) to a candidate's application in Greenhouse, from a public file URL or base64 file content.

• Action
  Add Candidate Education

  Adds an education entry (school, degree, field of study and dates) to a candidate's profile in Greenhouse.

• Action
  Add Candidate Employment

  Adds a work history entry (employer, job title and dates) to a candidate's profile in Greenhouse. Leave the end date blank to record it as the candidate's current job.

• Action
  Add Tag to Candidate

  Applies an existing tag from your organization's tag list to a candidate. Returns the applied tag record.

• Action
  Convert Prospect to Candidate

  Converts a prospect application into a candidate application on a job, optionally placing it on a chosen interview stage. Returns the new candidate application.

• Action
  Create Application

  Creates a new application for an existing Greenhouse candidate, either on a job or as a prospect application.

• Action
  Create Candidate

  Creates a new candidate in Greenhouse, either applied to a job or as a prospect, and returns the new candidate and their application.

• Action
  Create Candidate Note

  Adds a note, logged email, or activity-feed entry to a Greenhouse candidate, optionally tied to one of their applications.

• Action
  Create Interview

  Records an interview that is already scheduled on an external calendar against a candidate's application, at a chosen slot on the job's interview plan. It does not create a calendar event or send invites.

• Action
  Create Job

  Creates a new job in Greenhouse from an existing template job, with the requested number of openings, department, offices and custom field values.

• Action
  Create Job Note

  Adds a note to a job in Greenhouse, written on behalf of the user you choose and visible to job admins or to users allowed to see private job notes.

• Action
  Create Job Post

  Creates a new job post by copying an existing job post onto a job board, optionally with a new title, description, and publication status.

• Action
  Create Offer

  Creates an offer on an existing Greenhouse application, with an optional start date, opening and offer/compensation custom field values.

• Action
  Create Opening

  Adds a new opening (headcount slot) to an existing Greenhouse job, optionally with your own position id and opening custom field values.

• Action
  Create Prospect

  Creates a new prospect in Greenhouse: a candidate profile with a prospect application, optionally tied to jobs, a prospect pool, a department or an office.

• Action
  Delete Application

  Permanently deletes a single application, along with its interview stages, scorecards and rejection details. The candidate and their other applications are kept.

• Action
  Delete Candidate

  Permanently deletes a candidate along with all of their applications, attachments, scorecards and notes. This cannot be undone.

• Action
  Delete Interview

  Cancels and deletes a scheduled interview in Greenhouse, along with its interviewer assignments and reminders. Only interviews that are scheduled or awaiting feedback can be deleted.

• Action
  Delete Note

  Permanently deletes a note from a candidate's activity feed. This cannot be undone.

• Action
  Delete Opening

  Permanently removes an opening from its job. Only closed openings with no offer and no hired application can be deleted.

• Action
  Find Application

  Returns up to 100 job applications that match a free-text search and/or filters such as candidate, job, stage, source, department, office or hiring team.

• Action
  Find Candidate

  Returns up to 100 candidates and prospects that match a free-text search and/or filters such as job, stage, tag, source or recruiter, plus the first match on its own.

• Action
  Find Due Scorecard

  Finds scorecards that are still due — interview evaluations an interviewer has not yet submitted — for the applications, interviewers or interview kits you specify.

• Action
  Find Job

  Returns up to 100 jobs matching a free-text search term and optional filters such as status, department, office, hiring team member or custom field answer.

• Action
  Find Offer

  Finds offers extended to candidates, filtered by application, candidate, job, opening, status or date, and returns the matching offers plus the first match.

• Action
  Hire Application

  Marks a candidate's application as hired and closes the matching opening on the job.

• Action
  Merge Candidates

  Merges a duplicate candidate into another candidate. The primary candidate keeps its profile and absorbs the duplicate's applications, attachments, notes and tags; the duplicate is deleted.

• Action
  Move Application

  Moves an application to a different interview stage on the same job, or transfers it to another job. Stage transition rules, including automated emails, fire as they would in Greenhouse.

• Action
  Reject Application

  Rejects a candidate's application with a rejection reason, optionally sending the candidate a templated rejection email and setting application custom fields.

• Action
  Remove Tag from Candidate

  Removes a tag from a candidate by deleting the applied-tag record. The tag itself stays in your Greenhouse tag list.

• Action
  Unreject Application

  Reverses a rejection on an application, returning it to the in-process state on the stage it was rejected from. The earlier rejection reason and notes are cleared.

• Action
  Update Application

  Updates the attribution and details of an existing Greenhouse application, such as its source, referrer, recruiter, coordinator, prospect pool and stage, and custom fields.

• Action
  Update Candidate

  Updates an existing Greenhouse candidate's profile — name, company, title, contact details, tags, linked users and custom fields. Only the values you fill in are changed.

• Action
  Update Interview

  Updates a scheduled interview's time, location, video conferencing link, calendar event id, organizer or interviewer panel. Changes the Greenhouse record only and sends no calendar invites.

• Action
  Update Job

  Updates an existing Greenhouse job's name, notes, offices, department, requisition id and custom fields, and returns the updated job.

• Action
  Update Job Post

  Updates a Greenhouse job post: change its public title, replace its description, or publish it (live) or return it to draft.

• Action
  Update Offer

  Updates an existing offer's start date, opening, sent/created/resolved dates and offer custom fields, including compensation. Returns the updated offer.

• Action
  Update Opening

  Updates an opening on a Greenhouse job — its external id, target start date, custom fields, or open/closed status with a close reason.

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