Connect Filevine to Mem

Both apps 38Filevine 22Mem 16

• 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
  Add collection

  Creates a new collection in Mem with a title and optional description.

• Action
  Add note to collection

  Adds an existing note to an existing collection. The note and collection content are not changed.

• Action
  Create Note (Advanced)

  Creates a note in Mem from markdown content, optionally with your own note ID, timestamps, and collections. The first line of the content becomes the note title.

• Action
  Delete collection

  Permanently deletes a Mem collection. Notes in it are not deleted.

• Action
  Delete note

  Permanently deletes a note from Mem. Deleted notes cannot be restored.

• Action
  Find collections by query

  Searches your Mem collections by free text and returns the most relevant matches.

• Action
  Find notes by query

  Searches your Mem notes by text, with optional filters for collections, dates, tasks and attachments, and returns the most relevant matches.

• Action
  Find related notes

  Returns up to 20 notes that are semantically related to the note you choose, ordered by similarity.

• Action
  Get collection

  Returns the details of a single Mem collection, including its title, description and note count.

• Action
  Get note

  Returns a single Mem note by its ID, including its title, markdown content, collections and timestamps.

• Action
  List collections

  Returns the collections in your Mem account, optionally filtered by creation or update time.

• Action
  List notes

  Returns the notes in your Mem account, optionally filtered by collection, creation or update dates, and note contents such as tasks, images or files.

• Action
  Mem It (Recommended)

  Sends any raw content (web page, email, transcript, text) to Mem, which processes it and saves it as notes in your knowledge base.

• Action
  Remove note from collection

  Removes a note from a collection. Both the note and the collection are kept.

• Action
  Update collection

  Renames a Mem collection or changes its description. Fields left blank stay unchanged.

• Action
  Update note

  Replaces the full markdown content of an existing Mem note. The first line of the content becomes the note's title.

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