Connect Filevine and Stripe

Both apps 47Filevine 15Stripe 32

• 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
  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
  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 Project

  Updates an existing Filevine project's name, description, number or incident date.

• Trigger
  New Charge

  Triggers when a new charge is created.

• Trigger
  New Charge (instant)

  Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Event

  Triggers when a new Stripe event is created (covers all event types via the Events API).

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New paid and available charge

  Triggered when a new paid and available charge is created.

• Trigger
  New paid charge

  Triggered when a new paid charge is created.

• Trigger
  New plan

  Triggered when a new plan is created.

• Trigger
  New Product

  Triggers when a new product is created.

• Trigger
  New Refund

  Triggers when a new refund is created.

• Trigger
  New Subscription

  Triggers when a new subscription is created.

• Action
  Cancel Subscription

  Cancels a subscription by its ID.

• Action
  Create Charge

  Creates a charge. Amount is in the smallest currency unit (e.g. cents).

• Action
  Create charges (bulk charge creation)

  Creates a charge in Stripe.

• Action
  Create Customer

  Creates a new customer in Stripe.

• Action
  Create Payment Intent

  Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.

• Action
  Create Price

  Creates a price for a product. unit_amount is in the smallest currency unit.

• Action
  Create Product

  Creates a product (a good or service) in Stripe.

• Action
  Create Refund

  Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.

• Action
  Create refund by charge id (distinct from Create Refund)

  Creates a refund for a specific charge id.

• Action
  Create Subscription

  Creates a subscription for a customer to one or more prices.

• Action
  Delete Customer

  Permanently deletes a customer by ID.

• Action
  Find Customer by Email

  Searches for customers matching an email address.

• Action
  Get Charge

  Retrieves a charge by its ID.

• Action
  Get charge details (distinct from Get Charge)

  Retrieves a charge's details by its charge id.

• Action
  Get Customer

  Retrieves a customer by their Stripe ID.

• Action
  Get Invoice

  Retrieves an invoice by its ID.

• Action
  Get Refund

  Retrieves a refund by its ID.

• Action
  Get Subscription

  Retrieves a subscription by its ID.

• Action
  Get transaction details

  Retrieves a transaction's details by its transaction id.

• Action
  List balance transactions

  List balance transactions (txn_xxx) for the account, most recent first.

• Action
  Update Customer

  Updates an existing customer by ID.

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