Connect Filevine and Willo

Both apps 42Filevine 22Willo 20

• 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
  List Users

  Triggers when a new user is added to your Willo account.

• Action
  Accept Candidate

  Marks a participant in a Willo interview as Accepted and returns the updated participant. Can also update the participant's name, phone number and custom ID in the same step.

• Action
  Add department

  Creates a new department in your Willo organisation and returns the department, including its key and branding.

• Action
  Add interview from template

  Creates a new interview in Willo from one of your interview templates and returns the new interview.

• Action
  Create Company

  Creates a new company as a child organisation under your Willo organisation, with the owner you name.

• Action
  Create Interview

  Creates a new video interview in Willo with its questions, department, message templates and settings.

• Action
  Delete interview

  Deletes an interview from your Willo account.

• Action
  Delete participant

  Deletes a participant from Willo. Returns whether the deletion was confirmed.

• Action
  Get interview

  Returns a Willo interview by its key, including its questions, owner, department, reviewers, message templates and settings. An error occurs if the interview is not found.

• Action
  Get participant

  Returns a Willo participant (candidate) with their contact details, status, interview, department, scores and answers.

• Action
  Get user

  Returns a Willo user's details, including email, full name, phone, role and status.

• Action
  Invite Someone

  Invites a person to a Willo interview as a participant and returns the new participant with their invite link.

• Action
  List departments

  Returns the departments in your Willo organisation, optionally filtered by name, owner email or owner.

• Action
  List interviews

  Returns the interviews in your Willo account, optionally narrowed by department, owner or a search term, and sorted the way you choose.

• Action
  List message templates

  Returns the message templates (email and SMS) in your Willo account, optionally filtered by title, type or trigger.

• Action
  List participants

  Returns the participants in your Willo account, optionally narrowed to an interview, department or owner, or by a text search.

• Action
  List users

  Returns the users in your Willo account with their key, email and full name.

• Action
  Reject Candidate

  Rejects a candidate by setting the participant's status to Rejected, optionally updating their name, phone or custom ID.

• Action
  Update interview

  Updates an existing interview's details, questions, reviewers, message templates and settings, changing only the values you provide. Returns the updated interview.

• Action
  Update participant

  Updates a participant's name, phone, status (Accepted or Rejected) or your own reference ID.

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