--- title: "Connect Filevine and Intercom - APIANT.ai" description: "When \"New Contact\" fires in Filevine, your agent runs \"Create contact\" in Intercom, or \"New company\" in Intercom to \"Create Contact\" in Filevine." canonical: "https://apiant.ai/connect/filevine-to-intercom" --- # Connect Filevine and Intercom When **New Contact** fires in [Filevine](https://apiant.ai/connections/filevine), your agent runs **Create contact** in [Intercom](https://apiant.ai/connections/intercom), or **New company** in Intercom to **Create Contact** in Filevine. Describe the whole flow and it is built, tested on every scenario and kept running. Filevine **2** triggers Filevine **13** actions Intercom **4** triggers Intercom **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Filevine and Intercom to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Filevine and Intercom can do together ### From Filevine to Intercom - When **New Contact** in Filevine then **Create contact** in Intercom - When **New Project** in Filevine then **Add note to contact** in Intercom ### From Intercom to Filevine - When **New company** in Intercom then **Create Contact** in Filevine - When **New conversation** in Intercom then **Find Contact** in 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 Intercom ## Triggers and actions 6 triggers · 43 actions - 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 **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 **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 Project** Updates an existing Filevine project's name, description, number or incident date. - Trigger **New company** Fires when a new company is created. - Trigger **New conversation** Polls for conversations, most recently updated first. Fires for each new conversation. - Trigger **New or updated contact** Polls for contacts, most recently updated first. Fires for each new or updated contact. - Trigger **New ticket** Fires when a new ticket is created. - Action **Add company** Create (or upsert) a company in Intercom. - Action **Add note to contact** Adds a note to the specified contact as the specified admin. - Action **Add note to conversation** Adds an internal note to the specified conversation as an admin. - Action **Add tag to contact** Attaches a tag to the specified contact. - Action **Add ticket** Create a support ticket. - Action **Assign conversation** Assigns the conversation to an admin or team. - Action **Close conversation** Closes the specified conversation. - Action **Create contact** Creates a new contact (role user or lead) in Intercom. - Action **Create message** Creates an admin-initiated email or in-app message to a contact. - Action **Delete company** Delete a company by ID. - Action **Delete contact** Deletes a contact by ID. - Action **Find admin by email** Fetches an admin's details. Lists all admins; match by email. - Action **Find contact by email** Searches contacts by email and returns matches. - Action **Find tickets** Search tickets by criteria. - Action **Get company** Retrieve a company by ID. - Action **Get contact** Fetches a contact's details by ID. - Action **Get conversation** Fetches a conversation's details by ID. - Action **Get ticket** Retrieve a ticket by ID. - Action **List companies** List all companies. - Action **List segments** List all segments. - Action **List tags** Lists all tags for the workspace. - Action **Open conversation** Opens (marks open) the specified conversation. - Action **Remove tag from contact** Detaches a tag from the specified contact. - Action **Send conversation reply** Sends a reply to the specified conversation as an admin. - Action **Snooze conversation** Snoozes the specified conversation until the given unix timestamp. - Action **Start conversation** Starts a new conversation with the specified contact. - Action **Track event** Submit a data event for a contact. - Action **Update company** Update an existing company. - Action **Update contact** Updates an existing contact specified by ID. - Action **Update ticket** Update an existing ticket. ## Each app on its own - [ **Filevine** Filevine is a modern case management system for law firms.](https://apiant.ai/connections/filevine) - [ **Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connections/intercom) Reviews ## What our customers say ## More from Filevine - [ **Filevine to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/filevine-to-hubspot) - [ **Filevine to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/filevine-to-salesforce) - [ **Filevine to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/filevine-to-slack) - [ **Filevine to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/filevine-to-google-sheets) - [ **Filevine to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/filevine-to-gmail) - [ **Filevine to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/filevine-to-google-calendar) ## More into Intercom - [ **Google Sheets to Intercom** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-intercom) - [ **Google Calendar to Intercom** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-intercom) - [ **Mailchimp to Intercom** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-intercom) - [ **Typeform to Intercom** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/typeform-to-intercom) - [ **Freshworks CRM to Intercom** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-intercom) - [ **Capsule CRM to Intercom** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-intercom) Questions ## Filevine and Intercom, 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 Intercom when something happens in Filevine? Any of Intercom's 30 actions, including Create contact, Create message, Send conversation reply and Update company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Intercom to Filevine? Yes. When something happens in Intercom, your agent can act in Filevine too. This page covers both directions: Intercom's triggers and Filevine's actions are listed here as well. ### ### Do I have to build a connector for Filevine or Intercom? 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 Intercom 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.