Connect Filevine to Uniqode

Both apps 34Filevine 22Uniqode 12

• 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
  Add Feedback Form

  Creates a new feedback form in a Uniqode organization.

• Action
  Add User

  Adds a new user to a Uniqode organization.

• Action
  Create Dynamic QR Code

  Create a new dynamic QR code in your Beaconstac Account.

• Action
  Create Static QR Code

  Creates a static QR Code in Uniqode. A static QR Code encodes its content directly and cannot be edited after creation.

• Action
  Delete QR Code

  Deletes a QR Code from your Uniqode account by its ID.

• Action
  Download QR Code

  Downloads the given QR code.

• Action
  Find QR Code

  Finds QR Codes in the Uniqode account whose name matches the given name.

• Action
  Find User

  Find a user in your account

• Action
  Get Feedback Form

  Fetches a feedback form by ID, including its title, public link, questions and response count. An error occurs if the form is not found.

• Action
  Get QR Code Analytics

  Returns the scan performance of a QR Code (total scans and scans per interval) over a date range.

• Action
  Update Dynamic QR Code

  Updates an existing dynamic QR Code in Uniqode, such as its name, what happens when it is scanned, or its design. Fields left blank are left unchanged.

• Action
  Upload File to Beaconstac

  Uploads a file to your Uniqode (Beaconstac) media library and returns the new media object's ID and URL.

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