Connect Filevine and Keygen

Both apps 63Filevine 22Keygen 41

• 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
  License Created

  Fires when a license is created in Keygen.

• Trigger
  License Deleted

  Triggers when a license is deleted.

• Trigger
  License Expired

  Triggers when a license has expired.

• Trigger
  License Expiring

  Triggers when a license is expiring soon.

• Trigger
  License Renewed

  Triggers when a license is renewed.

• Trigger
  License Used

  Triggers when a license's usage is incremented.

• Trigger
  Machine Activated

  Triggers when a machine is activated.

• Trigger
  Machine Deactivated

  Triggers when a machine is deactivated.

• Trigger
  New Event

  Triggers when a new event like a license validation, an activation, or an expiration occurs.

• Trigger
  Password Reset

  Triggers when a user requests a password reset.

• Trigger
  Release Created

  Triggers when a new release is created.

• Trigger
  Release Published

  Triggers when a release is published.

• Trigger
  User Created

  Triggers when a new user is created.

• Action
  Activate Machine

  Activates a new machine for a license using a known fingerprint.

• Action
  Add Release

  creates a new release (version, channel, product relationship) for a product; fires the release.created webhook event.

• Action
  Checkout License

  Checks out a license file.

• Action
  Checkout Machine

  Checks out a machine file.

• Action
  Create License

  Creates a new license according to a policy.

• Action
  Create Policy

  Creates a license policy for a Keygen product.

• Action
  Create Product

  Creates a product in Keygen.

• Action
  Create Release

  /releases with version, channel and product relationship (status DRAFT): creates a draft release for a product, which Publish Release can then publish.

• Action
  Create Token

  Creates a new API token for a license.

• Action
  Create User

  Creates a new user.

• Action
  Deactivate Machine

  deactivates (deletes) a machine, firing machine.deleted.

• Action
  Delete License

  Permanently deletes a license.

• Action
  Find License

  Finds an existing license by its license key or Keygen ID.

• Action
  Find User

  Finds an existing user by their email address or Keygen ID.

• Action
  Get Token

  Retrieves a single API token by its id, returning its kind, name, expiry and permissions.

• Action
  Increment License Usage

  /v1/accounts/{account}/licenses/{id}/actions/increment-usage with optional body {"meta":{"increment":N}} — increments the license's uses count (fires license.usage.incremented).

• Action
  List Entitlements

  Lists a license's entitlements by license key or license ID.

• Action
  List Policies

  Lists the policies in the Keygen account.

• Action
  Publish Release

  moves a draft release to PUBLISHED status; fires the release.published webhook event.

• Action
  Reinstate License

  Reinstates a suspended license.

• Action
  Renew License

  Renews a license by extending its expiration date.

• Action
  Request Password Reset

  /v1/accounts/{account}/passwords with meta.email (and meta.deliver=false) — the Forgot Password call; issues a reset token for the user and fires the user.password-reset webhook event.

• Action
  Reset License Usage

  Resets a license's usage counter.

• Action
  Suspend License

  Suspends a license.

• Action
  Transfer License

  Transfer an existing license to a different policy.

• Action
  Update License

  Updates a license.

• Action
  Update Machine

  Updates a machine.

• Action
  Update User

  Updates a user.

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