Connect Filevine and Invoice Ninja

Both apps 33Filevine 22Invoice Ninja 11

• 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 expense

  Triggers when a new expense is created in Invoice Ninja.

• Action
  Delete invoice

  Deletes an invoice from your Invoice Ninja company by its id.

• Action
  Email Invoice

  Emails an invoice to its client using the chosen email template, optionally with a custom subject, body and CC address.

• Action
  Email Quote

  Emails an existing quote to its client, using a quote template or a custom subject and body. Returns the confirmation message and the quote that was emailed.

• Action
  Find Client

  Finds clients by name, email, number or search text and returns the matching client records.

• Action
  Find Credit

  Returns the credits that match a credit number, search text, client, status or date.

• Action
  Find Invoice

  Finds invoices by number, search text, client, status or date, and returns the matches with the first one broken out.

• Action
  Find payments

  Returns the payments that match a payment number, search text, client or other criteria.

• Action
  Find Product

  Finds products in Invoice Ninja by name, product key or other filters, returning the matches and the first match.

• Action
  Find Project

  Finds projects whose name, number or notes match the search text and returns the matches.

• Action
  Find Quote

  Returns the quotes that match a quote number, search text, client, status or date criteria.

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