--- title: "Connect Filevine and Typeform - APIANT.ai" description: "When \"New Contact\" fires in Filevine, your agent runs \"Create Form\" in Typeform, or \"New Form Response\" in Typeform to \"Add project contact\" in Filevine." canonical: "https://apiant.ai/connect/filevine-to-typeform" --- # Connect Filevine and Typeform When **New Contact** fires in [Filevine](https://apiant.ai/connections/filevine), your agent runs **Create Form** in [Typeform](https://apiant.ai/connections/typeform), or **New Form Response** in Typeform to **Add project contact** in Filevine. Describe the whole flow and it is built, tested on every scenario and kept running. Filevine **2** triggers Filevine **19** actions Typeform **1** trigger Typeform **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Filevine and Typeform to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Filevine and Typeform can do together ### From Filevine to Typeform - When **New Contact** in Filevine then **Create Form** in Typeform - When **New Project** in Filevine then **Create or Update Webhook** in Typeform ### From Typeform to Filevine - When **New Form Response** in Typeform then **Add project contact** in Filevine - When **New Form Response** in Typeform then **Add task** in Filevine Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Filevine and Typeform ## Triggers and actions 3 triggers · 39 actions - 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 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 Form Response** Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token. - Action **Create Form** Create a new form. Provide the full form definition object (title, fields, etc.). - Action **Create or Update Webhook** Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl. - Action **Create Theme** Create a new theme (name, colors, font, etc.). - Action **Create Workspace** Create a new workspace with the given name. - Action **Delete Form** Permanently delete a form by its form ID. - Action **Delete Theme** Delete a theme by its ID. - Action **Delete Webhook** Delete a webhook from a form by its tag. - Action **Delete Workspace** Delete a workspace by ID. - Action **Get Account** Retrieve the authenticated user's account/profile (/me). - Action **Get Form** Retrieve a single form definition by its form ID. - Action **Get Theme** Retrieve a single theme by its ID. - Action **Get Webhook** Retrieve a single webhook on a form by its tag. - Action **Get Workspace** Retrieve a single workspace by ID. - Action **List Forms** Retrieve all forms in your Typeform account (paginated). - Action **List Images** Retrieve all images in your account image library. - Action **List Responses** Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size). - Action **List Themes** Retrieve all themes in your account (paginated). - Action **List Webhooks** List all webhooks configured on a form. - Action **List Workspaces** Retrieve all workspaces in your account (paginated). - Action **Update Form** Replace an existing form definition (full PUT) by form ID. ## Each app on its own - [ **Filevine** Filevine is a modern case management system for law firms.](https://apiant.ai/connections/filevine) - [ **Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connections/typeform) Reviews ## What our customers say ## More from Filevine - [ **Filevine to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/filevine-to-hubspot) - [ **Filevine to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/filevine-to-salesforce) - [ **Filevine to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/filevine-to-slack) - [ **Filevine to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/filevine-to-google-sheets) - [ **Filevine to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/filevine-to-gmail) - [ **Filevine to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/filevine-to-google-calendar) ## More into Typeform - [ **HubSpot to Typeform** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-typeform) - [ **Mailchimp to Typeform** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-typeform) - [ **Stripe to Typeform** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-typeform) - [ **Shopify to Typeform** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-typeform) - [ **QuickBooks Online to Typeform** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-typeform) - [ **Pipedrive to Typeform** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-typeform) Questions ## Filevine and Typeform, answered ### ### What can start an automation from Filevine? Any of Filevine's 2 triggers in the catalog, including New Contact and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Typeform when something happens in Filevine? Any of Typeform's 20 actions, including Create Form, Create or Update Webhook, Create Theme and Create Workspace. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Typeform to Filevine? Yes. When something happens in Typeform, your agent can act in Filevine too. This page covers both directions: Typeform's triggers and Filevine's actions are listed here as well. ### ### Do I have to build a connector for Filevine or Typeform? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Filevine and Typeform without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.