Integration
Connect Filevine and PaintScout
When New Contact fires in Filevine, your agent runs Create Contact in PaintScout, or Contact Created in PaintScout to Create Contact 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 PaintScout 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 PaintScout can do together
From Filevine to PaintScout
When New Contact in Filevine
then Create Contact in PaintScout
From PaintScout 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 PaintScout
Triggers and actions 7 triggers · 45 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.
- Contact Created
Triggers when a new contact is created in PaintScout.
- Invoice Sent
Triggers when an invoice is sent to a customer, including when an invoice is re-sent.
- Invoice Status Changed
Triggers when an invoice's status changes, delivering the invoice with its new status.
- Quote Status Changed
Triggers when a quote's status changes, for example when it is sent, accepted or declined.
- Quote Tag Added
Triggers when a tag is added to a quote, optionally only for one specific tag.
- Add company
Creates a new company in PaintScout with its name, contact details, address, lead source, owner and tags.
- Add deal
Creates a new deal in PaintScout, with its contact, job address, pipeline stage and value.
- Add event
Creates a scheduled event (such as a consultation or production job) on a PaintScout deal.
- Add invoice item
Adds a line item to an existing PaintScout invoice, with its name, price, hours, quantity, notes, files and materials.
- Add note
Adds a note to a PaintScout contact, deal or company and returns the new note.
- Add quote item
Adds a line item to an existing PaintScout quote, with its price, hours, quantity, notes, files and materials.
- Add task
Creates a task in PaintScout, optionally linked to a deal and assigned to a user.
- Create Contact
Creates a new contact in PaintScout with names, email, phone numbers, address, lead source, owner, note and tags.
- Create Invoice
Creates a new invoice in PaintScout, optionally with its contact, job address, line items, discount and tax, and returns the created invoice.
- Create Quote
Creates a new quote in PaintScout for a contact, with its job address, notes, pricing adjustments and tags.
- Find companies
Returns the companies that match a search filter, such as a name, email or city.
- Find Contact
Returns up to 100 contacts that match the search you specify, such as an email address, name or company.
- Find deals
Returns the deals that match a search filter, such as a deal name, pipeline, stage or lead source.
- Find Invoice
Returns the invoices that match a search, such as a status, invoice number, contact name or date range.
- Find Quote
Returns the quotes that match a search filter, such as a quote number, status or contact name.
- Get contact
Returns a single PaintScout contact by its ID, including name, company, email, phone, address, lead source, owner and tags.
- Get deal
Returns a single PaintScout deal by its ID, including its contact, job address, pipeline stage, value, tags, linked quotes and invoices, and job costing.
- Get invoice
Returns a single PaintScout invoice with its contact, line items, payments, taxes, discounts and totals. Can optionally return the work-order view, which includes per-item material costs.
- Get quote
Returns a single PaintScout quote by its ID, including contact, job address, totals, tax, discount, payments, tags and customer-view links.
- Update company
Updates an existing PaintScout company's name, contact details, address, lead source, owner or tags. Fields left blank are not changed.
- Update Contact
Updates an existing PaintScout contact's name, contact details, address, lead source, owner, note and tags. Fields left blank keep their current values.
- Update deal
Updates an existing deal in PaintScout — its name, contact, job address, pipeline and stage, lead source, owner, tags and job costing. Fields left blank are not changed.
- Update invoice
Updates an existing PaintScout invoice — its status, contact, line items, notes, terms, discount, tax and other details. Fields left blank are not changed.
- Update Quote
Updates an existing PaintScout quote, such as its status, contact, job address, notes, discount or tags, and returns the updated quote.
- Update task
Updates an existing task in PaintScout, such as its title, owner, notes, start time or completion status.
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
Reviews
What our customers say
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Questions
Filevine and PaintScout, 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 PaintScout when something happens in Filevine?
Any of PaintScout's 25 actions, including Create Contact, Create Invoice, Create Quote and Update company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PaintScout to Filevine?
Yes. When something happens in PaintScout, your agent can act in Filevine too. This page covers both directions: PaintScout's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or PaintScout?
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 PaintScout 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.