Integration
Connect Filevine and Wodify Core
When New Contact fires in Filevine, your agent runs Add Tag to Lead in Wodify Core, or New/Updated Client in Wodify Core 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 Wodify Core to do together?
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Connect your AI client
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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 Wodify Core can do together
From Filevine to Wodify Core
When New Contact in Filevine
then Add Tag to Lead in Wodify Core
From Wodify Core 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 Wodify Core
Triggers and actions 6 triggers · 41 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.
- New/Updated Client
Triggers when a client is added or an existing client is updated in Wodify.
- New/Updated Lead
Triggers when a lead is created or updated in Wodify.
- Tag Changed on Client
Triggers when a client's tags change (a tag is added to or removed from a client).
- Tag Changed on Lead
Triggers when a lead's tags change (a tag is added or removed), checking the most recently updated leads.
- Add class
Creates a new one-off class on the Wodify schedule for a program and location, and returns the created class.
- Add class reservation
Reserves a spot in a class for a client, optionally as a recurring reservation.
- Add membership
Creates a new membership for a client from a membership template. Values you leave blank are filled in from the template.
- Add Tag to Client
Adds one or more tags to a Wodify client and returns the client's current tags.
- Add Tag to Lead
Adds one or more tags to a Wodify lead and returns the lead's current tags.
- Add/Update Client
Creates a new Wodify client, or updates an existing client when a Client ID is supplied. Fields left blank are not changed.
- Add/Update Lead
Creates a new lead in Wodify, or updates an existing lead when a Lead ID is supplied.
- Convert lead to client
Converts a Lead into a Client. Any details you leave blank keep the Lead's existing values.
- Delete client
Deletes an inactive Wodify client by its ID.
- Delete lead
Deletes a lead record from Wodify by its ID.
- Find leads by criteria
Searches your Wodify leads with a search query and returns the matching leads.
- Get Client
Returns a Wodify client record by its id, including contact details, status, tags, memberships flags and custom field answers.
- Get Lead
Returns a single Wodify lead record by its lead ID.
- Get membership
Returns a single membership record by its membership ID.
- List clients
Returns the clients in your Wodify account.
- List employees
Returns the employees (staff and coaches) in your Wodify account.
- List invoices
Returns the invoices in your Wodify gym, with amounts, status, due and paid dates, and the client or lead each one belongs to.
- List leads
Returns the leads in your Wodify account, up to 100 at a time.
- List memberships
Returns the memberships in your Wodify account, up to 100 at a time.
- Remove Tag From Client
Removes one or more tags from a Wodify client and returns the client's remaining tags.
- Remove Tag From Lead
Removes the given tags from a Wodify lead and returns the lead's remaining tags.
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
Reviews
What our customers say
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More into Wodify Core
Questions
Filevine and Wodify Core, 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 Wodify Core when something happens in Filevine?
Any of Wodify Core's 21 actions, including Add class, Add class reservation, Add membership and Add Tag to Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wodify Core to Filevine?
Yes. When something happens in Wodify Core, your agent can act in Filevine too. This page covers both directions: Wodify Core's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or Wodify Core?
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 Wodify Core 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.