Connect Filevine to Slybroadcast

Both apps 32Filevine 22Slybroadcast 10

• 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
  Cancel Campaign

  Cancels a scheduled or running Slybroadcast campaign. A cancelled campaign cannot be restarted.

• Action
  Delete Audio File

  Deletes an audio file from your Slybroadcast account. Campaigns already scheduled with it still go out.

• Action
  Get Credit Balance

  Returns how many message credits remain in your Slybroadcast account and how many are pending for scheduled messages.

• Action
  List Audio Files

  Returns the audio files in your Slybroadcast account with their system file names, titles, creation dates and durations.

• Action
  Pause Campaign

  Pauses a running Slybroadcast campaign so it can be resumed later.

• Action
  Remove Numbers from Do Not Dial List

  Removes phone numbers from your Slybroadcast Do Not Dial list.

• Action
  Resume Campaign

  Resumes a paused Slybroadcast campaign.

• Action
  Start New Campaign Using an Audio File

  Sends a ringless voicemail campaign using an audio file already in your Slybroadcast account, to a list of phone numbers or an uploaded phone list.

• Action
  Start New Campaign Using an Audio URL

  Sends a ringless voicemail campaign using an audio file at a URL, to a list of phone numbers or an uploaded phone list.

• Action
  Stop Campaign

  Stops a running Slybroadcast campaign. A stopped campaign cannot be restarted.

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