Connect Filevine to Kommo

Both apps 30Filevine 22Kommo 8

• 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.

• Action
  Find Contact

  Returns the Kommo contacts that match a search term (searched across contact names, phones, emails and other field values) or the given filters such as contact ID, name or responsible user.

• Action
  Find Lead

  Returns the leads that match a search phrase or the filters you set, such as name, ID, pipeline, stage, responsible user or date ranges.

• Action
  Find Linked Data

  Returns the contacts, companies, leads and list items linked to a lead, contact or company, optionally narrowed to one linked record or list.

• Action
  Find Task

  Returns up to 250 tasks that match the criteria you give, such as the task ID, the lead, contact or company it is linked to, its responsible user, type or completion status.

• Action
  Update Contact

  Updates an existing Kommo contact's name, responsible user, tags and custom fields. Fields left blank keep their current values.

• Action
  Update Lead

  Updates an existing Kommo lead — its name, sale value, pipeline stage, responsible user, tags and custom fields. Fields left blank keep their current values.

• Action
  Update Note

  Updates the text, type or properties of an existing note on a Kommo lead, contact or company.

• Action
  Update Task

  Updates an existing Kommo task — its text, due date, type, responsible user, linked record, completion status or result.

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