Integration
Connect Filevine and WorkRamp
When New Contact fires in Filevine, your agent runs Get contact in WorkRamp, or Assignment Completed: Challenge in WorkRamp 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 WorkRamp to do together?
Ask the assistant
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 WorkRamp can do together
From Filevine to WorkRamp
When New Contact in Filevine
then Get contact in WorkRamp
From WorkRamp 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 WorkRamp
Triggers and actions 11 triggers · 31 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.
- Assignment Completed: Challenge
Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status.
- Assignment Completed: Path
Triggers when a user completes an assignment for the selected path.
- Assignment Completed: Scorm
Triggers when a user completes an assignment for the chosen SCORM course.
- Assignment Created: Challenge
Triggers when a user is newly assigned to the selected challenge.
- Assignment Created: Path
Triggers when a user is assigned to the selected WorkRamp path.
- Assignment Created: Scorm
Triggers when a user is assigned the selected SCORM course.
- Training Complete
Triggers when a contact completes a training in your Customer Learning Cloud academy.
- User Created
Triggers when a new user is created in your WorkRamp enterprise.
- User Deleted
Triggers when a user in your WorkRamp enterprise is deleted.
- Add group
Creates a new group in WorkRamp, optionally with initial member users.
- Delete contact
Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy.
- Delete user
Deletes an existing user from your WorkRamp enterprise.
- Find User
Returns the WorkRamp users that match an email address, a name or a custom attribute value.
- Get contact
Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email.
- List certifications
Returns all certifications (badges) set up in your WorkRamp account.
- List events
Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts.
- List groups
Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times.
- List guides
Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags.
- List paths
Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags.
- List users
Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute.
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 WorkRamp, 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 WorkRamp when something happens in Filevine?
Any of WorkRamp's 11 actions, including Add group, Find User, Get contact and List certifications. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WorkRamp to Filevine?
Yes. When something happens in WorkRamp, your agent can act in Filevine too. This page covers both directions: WorkRamp's triggers and Filevine's actions are listed here as well.
Do I have to build a connector for Filevine or WorkRamp?
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 WorkRamp 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.