Connect Filevine and ilert

Both apps 35Filevine 22ilert 13

• 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 or Updated Incident

  Triggers when an incident (alert) on the chosen ilert alert source is created or changes: assigned, escalated, accepted, raised, commented on, resolved, or a responder is added or removed.

• Action
  Accept Incident

  Accepts a pending ilert alert (formerly called an incident) on behalf of the connected user, stopping its escalation, and returns the updated alert.

• Action
  Add Alert

  Creates an alert in ilert on the chosen alert source, which then escalates according to the source's escalation policy (or a policy or responders you specify).

• Action
  Add maintenance window

  Creates a maintenance window in ilert that suppresses alerts for the chosen alert sources and services between a start and end time.

• Action
  Create Incident

  Creates a new incident in ilert, optionally marking affected services and adding responders. Depending on the affected services, subscribers may be notified.

• Action
  Find User on Call

  Finds the user currently on call for an on-call schedule, along with the start and end of their current shift. Returns found=false when nobody is on call.

• Action
  Get alert

  Returns a single ilert alert by its id, including its summary, status, priority, alert source, escalation policy and responders.

• Action
  Get incident

  Returns a single ilert incident by its id, including its status, severity, affected services and responders.

• Action
  Get maintenance window

  Fetches a maintenance window by ID. An error occurs if the maintenance window is not found.

• Action
  List Alert Sources

  Returns all alert sources in your ilert account, including each source's integration type, integration key, status and escalation policy.

• Action
  List incidents

  Returns the incidents in your ilert account, optionally filtered by status, affected service, severity and declaration date.

• Action
  List users

  Returns the users in your ilert account, with their name, email, role and contact settings.

• Action
  Resolve Incident

  Resolves an ilert alert (formerly called an incident), closing it and stopping further escalation.

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