Connect Filevine and Wachete

Both apps 31Filevine 22Wachete 9

• 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
  Any new notification

  Fires when there is a new change notification from any monitor in your Wachete account.

• Trigger
  New notification for monitor

  Fires when there is a new change notification from the specified Wachete monitor (taskId).

• Action
  Create monitor

  Create a new Wachete monitor (wachet) that watches a web page or part of a page for changes.

• Action
  Delete monitor

  Delete a Wachete monitor by its ID.

• Action
  Get monitor

  Get information about a specific Wachete monitor by its ID.

• Action
  Get monitor data

  Get the captured data/history for a Wachete monitor, optionally as a diff and within a date range.

• Action
  List folders

  List folder contents, optionally under a parent folder.

• Action
  List notifications

  List change notifications, optionally filtered by monitor (taskId) and date range.

• Action
  Update monitor

  Change the settings of an existing Wachete monitor — name, URL, watched/excluded XPath, regex, note, job type, check frequency and location, crawl options, folder, alerts, notification endpoints, headers and proxies. A partial update: the op first reads the monitor's current record, overlays only the fields you filled in, then writes the merged record back, so anything you leave blank keeps its current value — including settings this op does not expose. Identify the monitor by its id. Check frequency is in seconds (86400 = daily) and is ignored if not positive; the true/false options take the words true or false; alerts, notification endpoints, headers and proxies take JSON. Returns the monitor id, name and URL after the update plus the full monitor record.

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