Connect Filevine and Supernotes

Both apps 38Filevine 22Supernotes 16

• 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
  New card

  Fires when a card is created in Supernotes. Supernotes also delivers edit events to the same webhook; those are ignored here.

• Action
  Add card

  Create a new card (note).

• Action
  Add collection

  Create a new collection.

• Action
  Add comment

  Post a new comment on a card.

• Action
  Delete card

  Delete a card for everyone.

• Action
  Delete collection

  Deletes the specified Supernotes collection.

• Action
  Delete comment

  Delete a comment by id.

• Action
  Find cards

  Returns the cards whose name or content match the specified search text, optionally narrowed by parent, dates, statuses and filters.

• Action
  Get card

  Get a single Supernotes card by its id, including its content, your membership details, backlinks and parents.

• Action
  Get collection

  Retrieve a single collection by id.

• Action
  List collections

  Lists all collections owned by the connected Supernotes user.

• Action
  List comments

  Get all comments for the specified card.

• Action
  List tags

  Lists every tag known to the connected Supernotes user.

• Action
  Update card

  Update fields (name, markdown, members etc) on one or more cards.

• Action
  Update collection

  Update an existing Supernotes collection's definition, view settings or position.

• Action
  Update comment

  Update the text of an existing comment on a Supernotes card.

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