Integration
Connect Filevine and JotForm
When New Contact fires in Filevine, your agent runs Add New Question to Specified Form in JotForm, or New Form Submission in JotForm to Create Contact in Filevine. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Filevine and JotForm to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Filevine and JotForm can do together
From Filevine to JotForm
When New Contact in Filevine
then Add New Question to Specified Form in JotForm
From JotForm to 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 JotForm
Triggers and actions 4 triggers · 48 actions
- New Contact
Triggers when a new contact is added in Filevine.
- New Project
Triggers when a new project (case) is created in Filevine.
- Create Collection Item
Adds a new item to a collection section (for example a list of medical providers) on a Filevine project.
- Create Contact
Creates a new contact card (a person or organization) in Filevine.
- Find Collection Item
Gets one collection item from a Filevine project by its item ID.
- Find Contact
Finds the first Filevine contact matching an email, full name, phone or search term.
- Find Document
Finds the first Filevine document matching a search term, optionally within one project.
- Find Form
Gets the field values of a form section on a Filevine project.
- Find Phase
Finds a phase of a Filevine project type by name and returns its ID.
- Find Project
Finds the first active Filevine project matching a name, project number or search term.
- Find Project Type
Finds a Filevine project type by name and returns its ID.
- Find User
Finds the first Filevine user in your org matching a name, email or username.
- Toggle Section
Shows or hides a section on a Filevine project.
- Update Collection Item
Updates fields on an existing collection item in a Filevine project.
- Update Project
Updates an existing Filevine project's name, description, number or incident date.
- New Form Submission
Polling trigger: fires when a new submission is received for the specified form.
- New Form Submission (instant)
Triggers instantly when someone submits the chosen form.
- Add New Question to Specified Form
Add new question to specified form
- Add or Edit a Single Question Properties
Add or edit a single question properties
- Add Resources to Label
Add Resources to Label
- Add Submissions to the Form
Add Submissions to the Form
- Clone Form
Clone an existing form.
- Create Folder
Create Folder
- Create Form
Create a new form
- Create or Replace Form
Create new forms
- Create Report
Create report
- Create Submission
Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.
- Delete a Report
Delete a Report
- Delete Folder
Delete Folder
- Delete Form
Delete a form (moves to trash).
- Delete Form Question
Delete Form Question
- Delete Submission
Delete a single submission.
- Edit Submission Data
Edit Submission Data
- Get Details About a Question
Get Details About a Question
- Get Folder
Gets one folder's details (id, name, color, order, owner and parent folder).
- Get Form
Get the details of a specific form.
- Get Form Files
List files uploaded to a form's submissions.
- Get Form Questions
Get a list of all questions on a form.
- Get History
Get History
- Get Label Resources
Get Label Resources
- Get Report Details
Get Report Details
- Get Submission
Get details of a specific submission.
- Get User Reports
Get User Reports
- List Account Submissions
List all submissions across all forms on the account.
- List Folders
Get a list of form folders on the account.
- List Form Reports
List all reports for a specific form.
- List Forms
List all forms on the account.
- List Form Submissions
List submissions for a specific form.
- Remove Resources from Label
Remove Resources from Label
- Replace Form Properties
Add or edit properties of a specific form
- Set Form Properties
Add or edit properties of a specific form
- Update Folder
Update Folder
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Filevine
Filevine to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Filevine to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Filevine to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Filevine to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Filevine to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Filevine to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into JotForm
Mailchimp to JotFormMailchimp marketing automation and email platform.
Shopify to JotFormShopify is a commerce platform for online stores and retail point-of-sale.
Pipedrive to JotFormPipedrive is a sales CRM and pipeline management tool.
ActiveCampaign to JotFormActiveCampaign is a marketing automation, email marketing, and CRM platform.
Asana to JotFormAsana is a collaborative information manager for workspace.
Questions
Filevine and JotForm, 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 JotForm when something happens in Filevine?
Any of JotForm's 35 actions, including Create Folder, Create Form, Create or Replace Form and Create Report. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from JotForm to Filevine?
Yes. When something happens in JotForm, your agent can act in Filevine too. This page covers both directions: JotForm's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or JotForm?
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 JotForm 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.