Integration
Connect Filevine and LearningSuite
When New Contact fires in Filevine, your agent runs Add Community Badges to User in LearningSuite, or Bundle Created in LearningSuite to Add invoice 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 LearningSuite 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 LearningSuite can do together
From Filevine to LearningSuite
When New Contact in Filevine
then Add Community Badges to User in LearningSuite
From LearningSuite 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 LearningSuite
Triggers and actions 11 triggers · 62 actions
- New Contact
Triggers when a new contact is added in Filevine.
- New Project
Triggers when a new project (case) is created in Filevine.
- Add appointment
Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees.
- Add invoice
Creates a new invoice on a Filevine project from its billable billing items.
- Add project contact
Adds an existing contact to a Filevine project, optionally with the role they play on that project.
- Add project deadline
Creates a new deadline (such as a statute of limitations or court date) on a Filevine project.
- Add task
Creates a task on a Filevine project and assigns it to a user, with an optional subject and due date.
- 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.
- Get Project
Returns a Filevine project's details, including its name, type, phase, client, team and project URL.
- 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 Contact
Updates an existing contact's details, such as name, email, phone numbers, addresses and person types. Fields left blank are not changed.
- Update Project
Updates an existing Filevine project's name, description, number or incident date.
- Bundle Created
Triggers when a new bundle is created.
- Custom Popup Created
Triggers when a new custom popup is added.
- Group Created
Triggers when a new group is created in your LearningSuite academy.
- Member Created
Triggers when a new member is added.
- New Community Area
Triggers when a new community area is created.
- New Community Badge
Triggers when a new community badge is created.
- New Community Forum
Triggers when a new community forum is created.
- Team Member Created
Triggers when a new team member (admin-zone user) is added.
- User Not Logged in for More Than X Days
Triggers once for each member who has not logged in for at least the given number of days.
- Activate/Deactivate Member
Activates or deactivates a member's LearningSuite account.
- Add Community Badges to User
Assigns community badges to a user.
- Append Custom Field Files
Appends a file, fetched from a public URL, to a user's file custom field.
- Change Module Access for Member
Overrides how a specific module of a course is unlocked for one member.
- Create Webhook Subscription
Creates a LearningSuite webhook subscription that sends events of the chosen type to a URL.
- Delete Group
Deletes a group.
- Delete Member
Permanently deletes a member.
- Delete Popup Trigger
Removes a pending popup for a member so it is no longer shown.
- Find Group
Finds groups by name.
- Find Member by Email
Finds a member by email address.
- Find Member by ID
Finds a member by ID.
- Find Team Member by Email
Finds a team member (admin-zone user) by email.
- Find Team Member by ID
Finds a team member (admin-zone user) by ID.
- Get Bundles of Member
Returns the bundles a member has, with access details.
- Get Community Areas
Returns community areas.
- Get Community Forums
Returns community forums, optionally only those in one area.
- Get Community Posts
Returns published community posts, optionally filtered by area or forum.
- Get Course Information of Member
Returns whether a member has access to a course and their progress and learning time in it.
- Get Course Progress of Member
Returns a member's overall progress in a course, in percent.
- Get Courses From Member
Returns the courses a member is enrolled in, with access and progress.
- Get Custom Field Store for User
Returns a user's whole custom field store: all values, metadata and profiles.
- Get Custom Field Values for an User
Returns all custom field values of a user, for one profile.
- Get Lesson Progress of Member
Returns a member's progress in one lesson of a course, in percent.
- Get Members
Returns members, optionally filtered by creation date or days since last login.
- Get Members of Course
Returns the members of a course with their access, and optionally their progress.
- Get Module Progress of Member
Returns a member's progress in one module of a course, in percent.
- Get Modules of Course
Returns the modules of a course with their default content drip.
- Get Modules of Course for Member
Returns the modules of a course with what one member can see and when.
- Get Published Courses
Returns every published course in your LearningSuite academy, with its name, description and publish date.
- Get Team Members
Returns team members (users with admin-zone access).
- Give Hub Access
Gives members, groups or bundles access to a hub.
- Remove Community Badges From User
Removes community badges from a user.
- Remove Courses From Member
Removes a member's access to courses.
- Remove Hub Access
Removes members, groups or bundles from a hub.
- Remove Member From Bundles
Removes a member's access to bundles.
- Remove Members From Groups
Removes members from groups.
- Require User by ID
Returns a member by ID and fails the step when no such member exists.
- Send Login Information
Emails a user their login link.
- Send Push Notifications
Sends a push notification to users and group members logged into your custom LearningSuite mobile app.
- Trigger Popup
Shows a custom popup to a member.
- Update Lesson
Renames a lesson or changes its visibility.
- Update User Data
Updates a member's profile fields.
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
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Questions
Filevine and LearningSuite, 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 LearningSuite when something happens in Filevine?
Any of LearningSuite's 42 actions, including Create Webhook Subscription, Send Login Information, Send Push Notifications and Update Lesson. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LearningSuite to Filevine?
Yes. When something happens in LearningSuite, your agent can act in Filevine too. This page covers both directions: LearningSuite's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or LearningSuite?
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 LearningSuite 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.