Integration
Connect Filevine and Playbook Creative
When New Contact fires in Filevine, your agent runs Create Asset in Playbook Creative, or Asset Added in Playbook Creative 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 Playbook Creative 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 Playbook Creative can do together
From Filevine to Playbook Creative
When New Contact in Filevine
then Create Asset in Playbook Creative
From Playbook Creative 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 Playbook Creative
Triggers and actions 4 triggers · 38 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.
- Asset Added
Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.
- Asset Updated in Board
Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.
- Create Asset
Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.
- Create Board
Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.
- Create Organization
Creates a new Playbook organization (workspace) with the given name and returns its id and slug.
- Delete asset
Deletes an asset from a Playbook workspace.
- Delete board
Deletes a board from a Playbook workspace.
- Find Asset
Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.
- Find Board
Returns the boards in a Playbook workspace whose title matches the text you search for.
- Get asset
Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.
- Get board
Returns one Playbook board, including its title, description, asset count, published-page state and preview assets.
- List assets
Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.
- List boards
Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.
- List organizations
Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.
- List users
Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.
- Move Asset
Moves one or more assets into a different board in a Playbook workspace.
- Update Asset
Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.
- Update Asset Status
Sets the status of an asset in a Playbook workspace and returns the updated asset.
- Update asset tags
Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.
- Update board
Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board.
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
More from Filevine
Filevine to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Filevine to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Filevine to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Filevine to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Filevine to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Filevine to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Playbook Creative
Google Drive to Playbook CreativeGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Playbook CreativeMailchimp marketing automation and email platform.
Questions
Filevine and Playbook Creative, 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 Playbook Creative when something happens in Filevine?
Any of Playbook Creative's 18 actions, including Create Asset, Create Board, Create Organization and Update Asset. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Playbook Creative to Filevine?
Yes. When something happens in Playbook Creative, your agent can act in Filevine too. This page covers both directions: Playbook Creative's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or Playbook Creative?
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 Playbook Creative 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.