Connect Filevine and Text Request

Both apps 47Filevine 22Text Request 25

• 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 Contact

  Triggers when a new contact is added to a dashboard.

• Trigger
  New Message

  Triggers when a text message is sent or received on a dashboard.

• Action
  Add custom field

  Creates a new custom field on a Text Request dashboard, which can then be set on contacts.

• Action
  Add group message

  Sends a group text message to selected groups and/or phone numbers from a dashboard, immediately, at a scheduled time, or on a recurring schedule.

• Action
  Add keyword

  Creates a new keyword on a Text Request dashboard, with an optional automatic reply sent when a contact texts it.

• Action
  Add payment

  Sends a payment request text to a contact for the given amount and returns the new payment.

• Action
  Add user

  Creates a new user in your Text Request account with the given name, email and password, optionally granting administrator rights or dashboard permissions.

• Action
  Create Group

  Creates a contact group on a dashboard.

• Action
  Create Tag

  Creates a contact tag on a dashboard.

• Action
  Delete Contact

  Deletes a contact from a dashboard by their phone number.

• Action
  Delete group

  Deletes a group from a dashboard. Contacts in the group are kept.

• Action
  Delete tag

  Deletes a contact tag from a Text Request dashboard. Contacts that carried the tag are not deleted.

• Action
  Find Contacts

  Finds contacts on a dashboard by name, phone number, tag or group.

• Action
  Get Contact

  Returns one contact on a dashboard by their phone number, including name, tags, groups, custom fields and message counts.

• Action
  Get dashboard

  Returns a dashboard (texting line) with its name, phone number and time zone.

• Action
  List custom fields

  Returns all custom fields defined for a Text Request dashboard (texting line), with each field's id and name.

• Action
  List Dashboards

  Returns every dashboard (texting phone line) in your Text Request account, with its ID, name and phone number.

• Action
  List Groups

  Returns all contact groups on a dashboard.

• Action
  List keywords

  Returns all keywords on a Text Request dashboard, with their auto-response, linked group and subscriber count.

• Action
  List messages

  Returns the text messages sent and received on a Text Request dashboard, optionally filtered by date range.

• Action
  List scheduled messages

  Returns the pending scheduled one-to-one messages for a dashboard, optionally filtered by send time or to recurring messages only.

• Action
  List tags

  Returns all contact tags defined on a Text Request dashboard, with each tag's name and color.

• Action
  List users

  Returns the users in your Text Request account, optionally filtered by email or external user ID.

• Action
  Send Message

  Sends a text message from a dashboard to a contact's phone number, now or at a scheduled time.

• Action
  Update group

  Renames a group on a Text Request dashboard and updates its notes.

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