Integration
Connect Filevine and Vryno
When New Contact fires in Filevine, your agent runs Create or Update Deal in Vryno, or Create or Update Call Log in Vryno to Add invoice in Filevine. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Filevine and Vryno to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Filevine and Vryno can do together
From Filevine to Vryno
When New Contact in Filevine
then Create or Update Deal in Vryno
From Vryno to 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 Vryno
Triggers and actions 12 triggers · 48 actions
- New Contact
Triggers when a new contact is added in Filevine.
- New Project
Triggers when a new project (case) is created in Filevine.
- Add appointment
Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees.
- Add invoice
Creates a new invoice on a Filevine project from its billable billing items.
- Add project contact
Adds an existing contact to a Filevine project, optionally with the role they play on that project.
- Add project deadline
Creates a new deadline (such as a statute of limitations or court date) on a Filevine project.
- Add task
Creates a task on a Filevine project and assigns it to a user, with an optional subject and due date.
- Create Collection Item
Adds a new item to a collection section (for example a list of medical providers) on a Filevine project.
- Create Contact
Creates a new contact card (a person or organization) in Filevine.
- Find Collection Item
Gets one collection item from a Filevine project by its item ID.
- Find Contact
Finds the first Filevine contact matching an email, full name, phone or search term.
- Find Document
Finds the first Filevine document matching a search term, optionally within one project.
- Find Form
Gets the field values of a form section on a Filevine project.
- Find Phase
Finds a phase of a Filevine project type by name and returns its ID.
- Find Project
Finds the first active Filevine project matching a name, project number or search term.
- Find Project Type
Finds a Filevine project type by name and returns its ID.
- Find User
Finds the first Filevine user in your org matching a name, email or username.
- Get Project
Returns a Filevine project's details, including its name, type, phase, client, team and project URL.
- Toggle Section
Shows or hides a section on a Filevine project.
- Update Collection Item
Updates fields on an existing collection item in a Filevine project.
- Update Contact
Updates an existing contact's details, such as name, email, phone numbers, addresses and person types. Fields left blank are not changed.
- Update Project
Updates an existing Filevine project's name, description, number or incident date.
- Create or Update Call Log
Triggers when a call log is created or updated in Vryno.
- Create or Update Case
Triggers when a case is created or updated in Vryno.
- Create or Update Contact
Triggers when a contact is created or updated in Vryno CRM.
- Create or Update Invoice
Triggers when an invoice is created or updated in Vryno.
- Create or Update Lead
Triggers when a lead is created or updated in Vryno.
- Create or Update Meeting
Triggers when a meeting is created or updated in Vryno.
- Create or Update Project
Triggers when a project is created or updated in Vryno.
- Create or Update Quote
Triggers when a quote is created or updated in Vryno CRM.
- Create or Update Sales Order
Triggers when a sales order is created or updated in Vryno.
- Create or Update Task
Triggers when a task is created or updated in Vryno.
- Create or Update Case
Creates a new case in Vryno CRM, or updates an existing case when a case id is supplied. Returns the saved case.
- Create or Update Deal
Creates a new deal in Vryno CRM, or updates an existing deal when a Deal ID is supplied. Returns the saved deal.
- Create or Update Invoice
Creates a new invoice in Vryno, or updates an existing one when an invoice ID is supplied.
- Create or Update Lead
Creates a new lead in Vryno CRM, or updates an existing lead when a Lead ID is supplied. Returns the saved lead.
- Create or Update Organization
Creates a new organization in Vryno CRM, or updates an existing one when an organization ID is supplied. Returns the saved organization.
- Create or Update Product
Creates a new product in Vryno CRM, or updates an existing product when a product id is supplied.
- Create or Update Project
Creates a new project in Vryno, or updates an existing project when a project id is supplied. Returns the saved project.
- Create or Update Quote
Creates a new quote in Vryno, or updates an existing quote when a quote ID is supplied.
- Create or Update Sales Order
Creates a new sales order in Vryno, or updates an existing one when a sales order ID is supplied.
- Create or Update Task
Creates a new task in Vryno CRM, or updates an existing task when a task ID is supplied.
- Create or Update Vendor
Creates a new vendor in Vryno CRM, or updates an existing vendor when a vendor ID is supplied, and returns the saved vendor.
- Delete contact
Deletes a contact in Vryno CRM by its ID and returns Vryno's confirmation message.
- Delete lead
Deletes a lead from Vryno CRM by its ID and returns Vryno's confirmation.
- Find contacts
Returns the contacts in Vryno CRM that match the filters you specify, or those in a chosen custom view.
- Find deals
Returns the deals that match the conditions you specify, such as a deal name or email.
- Find leads
Returns the leads in Vryno CRM that match the conditions you specify, such as a name or email address.
- Get Case
Returns one case from Vryno CRM by its id, including any custom fields you ask for.
- Get contact
Returns one contact from Vryno CRM by its id. An error occurs if the contact is not found.
- Get deal
Returns one Vryno deal by its id, including any fields your account has added to deals. An error occurs if the deal is not found.
- Get Invoice
Returns one invoice from Vryno CRM by its id, including any custom fields you name. An error occurs if the invoice is not found.
- Get lead
Returns a single lead from Vryno CRM by its id, including any custom fields you name. An error occurs if the lead is not found.
- Get Organization
Returns one organization from Vryno CRM by its id, including any custom fields you ask for. An error occurs if the organization is not found.
- Get Product
Returns a single product from Vryno by its id, including any custom fields you ask for. An error occurs if the product is not found.
- Get Project
Returns a project from Vryno by its id, including any custom fields you name. An error occurs if the project is not found.
- Get Quote
Returns a single quote from Vryno CRM by its id, including its billing and shipping details, related records and totals.
- Get Sales Order
Returns a single sales order from Vryno by its id, including any custom fields you name.
- Get Task
Returns a task from Vryno CRM by its id, including its status, assignee, due date and priority. Fails if the task is not found.
- Get Vendor
Returns one vendor from Vryno CRM by its id, including any custom fields you ask for.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Filevine and Vryno, 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 Vryno when something happens in Filevine?
Any of Vryno's 28 actions, including Create or Update Case, Create or Update Deal, Create or Update Invoice and Create or Update Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vryno to Filevine?
Yes. When something happens in Vryno, your agent can act in Filevine too. This page covers both directions: Vryno's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or Vryno?
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 Vryno 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.