Connect Filevine and MailerLite Classic

Both apps 42Filevine 22MailerLite Classic 20

• 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 Group

  Triggered when a new subscriber group is created in MailerLite.

• Action
  Add Subscriber to Group

  Adds a subscriber to a MailerLite group, creating the subscriber if they do not exist yet.

• Action
  Create Campaign

  Creates a new regular or A/B email campaign addressed to the chosen groups or segments. Its HTML content is added afterwards.

• Action
  Create Group

  Creates a new subscriber group in the MailerLite account and returns the created group.

• Action
  Create/Update Subscriber

  Adds a subscriber to your MailerLite account, or updates the existing subscriber with the same email address, and returns the subscriber.

• Action
  Delete Campaign

  Deletes a campaign from the MailerLite account. A scheduled campaign cannot be deleted until it has been cancelled.

• Action
  Delete Group

  Deletes a subscriber group from the MailerLite account.

• Action
  Find Group by Name

  Returns the subscriber groups that match the specified group name.

• Action
  Get Group

  Returns one subscriber group by its id, including its name, subscriber counts, email activity totals and dates.

• Action
  List Campaigns

  Returns the campaigns in your MailerLite account with the chosen status, with a basic summary and open and click stats for each campaign.

• Action
  List Groups

  Returns the subscriber groups in the MailerLite account, with each group's subscriber counts, email stats and created and updated dates.

• Action
  List Segments

  Returns the segments stored in your MailerLite account, with each segment's title, rules, subscriber count and email engagement totals.

• Action
  List Subscriber Groups

  Returns the groups a subscriber belongs to, with each group's subscriber counts and sent, opened and clicked totals.

• Action
  List Subscribers

  Returns the subscribers in the MailerLite account, optionally limited to one status such as active or unsubscribed.

• Action
  Remove Subscriber From a Group

  Removes a subscriber from a group, identified by the subscriber's id or email address. The subscriber stays in the account and in any other groups.

• Action
  Search Subscribers

  Returns the subscribers in your MailerLite account that match a search term, such as an email address or name.

• Action
  Send Campaign

  Sends a draft campaign immediately or schedules it for a later time, and returns the campaign with its status and emails.

• Action
  Set Campaign Content

  Sets the HTML and plain-text content of a draft campaign, replacing what the campaign's email contains.

• Action
  Unsubscribe Subscriber

  Marks a subscriber as unsubscribed across the MailerLite account and returns the updated subscriber. Their name and fields can be updated in the same step.

• Action
  Update Group

  Renames an existing subscriber group and returns the updated group with its subscriber and email counts.

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