Connect Filevine to Prembly

Both apps 33Filevine 22Prembly 11

• 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
  Get Wallet Balance

  Returns your Prembly wallet's current balance, currency and account status. Works on live accounts only.

• Action
  List bank codes

  Returns the list of Nigerian banks with their bank codes, for use when verifying a bank account.

• Action
  Verify bank account

  Verifies a Nigerian bank account number against its bank and returns the account holder's name.

• Action
  Verify BVN

  Verifies a Nigerian Bank Verification Number (BVN) and returns the holder's identity details.

• Action
  Verify CAC

  Verifies a Nigerian company's Corporate Affairs Commission (CAC) registration number and returns the registered company details.

• Action
  Verify driver's license

  Verifies a Nigerian driver's license number and returns the license holder's details.

• Action
  Verify international passport

  Verifies a Nigerian international passport number against the holder's last name and returns the passport holder's details.

• Action
  Verify NIN

  Verifies a Nigerian Virtual NIN and returns the holder's identity details.

• Action
  Verify phone number

  Verifies a Nigerian phone number and returns the registered owner's name and date of birth.

• Action
  Verify TIN

  Verifies a Nigerian Tax Identification Number (or the company's CAC RC number or phone number) and returns the taxpayer's registered details.

• Action
  Verify voter's card

  Verifies a Nigerian voter's card (VIN) and returns the cardholder's registered details, such as name, date of birth, state, LGA and polling unit.

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