Connect Filevine and Qonto

Both apps 50Filevine 22Qonto 28

• 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
  Bank Account Balance Change

  Triggers when the balance or authorized balance of one of your Qonto business accounts changes.

• Trigger
  New Bank Account

  Triggers when a new business bank account is added to the Qonto organization.

• Trigger
  New Transaction

  Triggers when a new transaction is recorded on a Qonto bank account.

• Trigger
  New Transaction (Legacy)

  Triggers when a new transaction is created on the chosen Qonto bank account.

• Trigger
  New Transfer

  Triggers when a new SEPA transfer is created in your Qonto organization.

• Trigger
  Transaction Updated Attachments

  Triggers when the attachments on a transaction change, such as when a receipt is added to it.

• Trigger
  Transaction Updated Labels

  Triggers when the labels on a transaction change, for example when a label is added to a transaction or one of several labels is removed.

• Trigger
  Transaction Updated VAT

  Triggers when a transaction's VAT amount or VAT rate is set or changed on a Qonto bank account.

• Trigger
  Updated Transaction

  Triggers when a transaction on a Qonto bank account is created or updated.

• Action
  Add Attachment

  Uploads a JPEG, PNG or PDF file, such as an invoice or receipt, and attaches it to a transaction. Qonto processes the file in the background, so it may not appear on the transaction immediately.

• Action
  Add client

  Creates a client (a company, individual or freelancer you bill) in your Qonto organization and returns the new client record.

• Action
  Add client invoice

  Creates a client invoice in Qonto for an existing client, as a draft or ready for payment, and returns the new invoice.

• Action
  Add SEPA beneficiary

  Adds a new untrusted SEPA beneficiary to the organization's main bank account and returns it.

• Action
  Create External Transfer

  Creates a SEPA transfer from one of your Qonto bank accounts to a saved or new beneficiary, and returns the transfer with its status.

• Action
  Create Internal Transfer

  Creates an instant transfer between two bank accounts of your Qonto organization.

• Action
  Get bank account

  Returns a Qonto business bank account, including its IBAN, status and current balances.

• Action
  Get organization

  Returns the details of the connected Qonto organization, including its legal information and its list of bank accounts.

• Action
  Get transaction

  Returns a single Qonto transaction by its ID, including its amount, counterparty, status and dates, and optionally its labels, attachments or VAT details.

• Action
  List bank accounts

  Returns all business bank accounts of the connected Qonto organization, with their IBAN, status and balances.

• Action
  List cards

  Returns the cards visible to the connected Qonto member, optionally filtered by holder, status, bank account, card level or text search.

• Action
  List client invoices

  Returns the client invoices of the Qonto organization, optionally filtered by status, creation, update or due dates, and sorted by creation date.

• Action
  List clients

  Returns the clients (customers you invoice) of your Qonto organization, optionally filtered by name, email, VAT or tax number, or last-updated date.

• Action
  List labels

  Returns all the labels of the Qonto organization, including each label's name and parent label.

• Action
  List memberships

  Returns all the memberships of the authenticated Qonto organization, with each member's name, role, status and team.

• Action
  List SEPA beneficiaries

  Returns the SEPA beneficiaries of your Qonto organization, optionally filtered by IBAN, status or trusted flag.

• Action
  List statements

  Returns the monthly bank statements of the Qonto organization, each with its period, bank account and a temporary link to download the file. Can be narrowed to specific bank accounts or a range of months.

• Action
  List supplier invoices

  Returns the organization's supplier invoices and documents awaiting review, optionally filtered by status, dates, supplier, amount or a text search.

• Action
  List transactions

  Returns the transactions of a Qonto bank account, with optional filters by status, date range, direction, operation type and attachments.

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