Connect Filevine and ProAbono

Both apps 36Filevine 22ProAbono 14

• 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
  Event(s) Related to a Customer

  Triggers when a customer is created or updated in ProAbono (name, email, status, language or other customer details change).

• Action
  Anonymize a Customer

  Anonymizes a customer in ProAbono, clearing their personal details such as name and email. Returns the anonymized customer.

• Action
  Bill a Customer

  Invoices a customer's current balance right away instead of waiting for the next billing cycle, optionally adding a note to the invoice.

• Action
  Create a Line in the Customer Balance

  Adds a one-time debit or credit line to a customer's balance in ProAbono. The line is invoiced with the customer's next billing.

• Action
  Create or Update a Customer

  Creates a customer in ProAbono, or updates the existing customer that has the same customer reference. Returns the customer record with its customer-portal links.

• Action
  Get invoice

  Returns a single ProAbono invoice by its ID, including its number, state, amounts, customer and links to view or pay it.

• Action
  List customers

  Returns the customers in your ProAbono account, optionally only those in one segment or those with an active subscription that includes a given feature.

• Action
  Retrieve a Customer

  Returns a customer by your own customer reference, including their status, segment, metadata and customer portal links.

• Action
  Retrieve Billing Address of a Customer

  Returns the billing address of a customer, looked up by your own customer reference.

• Action
  Retrieve Full Invoice (PDF)

  Returns a full invoice by its ID, including its amounts, status and a link to download the invoice PDF.

• Action
  Retrieve Payment Settings of a Customer

  Returns a customer's payment settings: payment type, billing mode, grey-list status, invoice note and next billing date.

• Action
  Suspend a Customer

  Suspends a customer so they can no longer access the customer portal, download invoices, use their payment method or receive emails. Returns the updated customer.

• Action
  Update Billing Address of a Customer

  Sets or updates the billing address of a ProAbono customer, and returns the saved address.

• Action
  Update Payment Settings of a Customer

  Updates a customer's payment settings in ProAbono, such as a manual payment method, billing mode, next billing date or the note shown on their invoices, and returns the saved settings.

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