Connect Filevine to Zenoti

Both apps 37Filevine 22Zenoti 15

• 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.

• Action
  Add booking

  Creates a service booking request for one or more guests at a center on a date, returning a booking id used to pick, reserve and confirm a slot.

• Action
  Add Employee Security Role

  Assigns a security role to a Zenoti employee for a center, zone, or the organization.

• Action
  Add Notes to an Opportunity

  Adds a note to an existing opportunity in Zenoti.

• Action
  Create Employee

  Creates an employee profile in a Zenoti center, including personal details, job, security role and online catalog information.

• Action
  Create Employee Blockout

  Creates a blockout time (such as a lunch break) on an employee's schedule at a center.

• Action
  Create Guest

  Creates a guest (client profile) in a Zenoti center and returns the new guest record with its id.

• Action
  Delete Employee Blockout

  Permanently deletes a blockout time from an employee's schedule.

• Action
  List appointments of a guest

  Returns the appointment history of a guest, optionally filtered by date range or to upcoming/past appointments.

• Action
  List centers

  Returns all centers (business locations) of your Zenoti organization, with their address, time zone and currency details.

• Action
  List employees

  Returns the employees who are active in a Zenoti center on a given date.

• Action
  List services

  Returns the services offered at a Zenoti center, with pricing (including campaign-discounted pricing when a campaign is given).

• Action
  Merge guests

  Merges one or more duplicate guest records into a target guest in Zenoti.

• Action
  Search for a Guest

  Searches for guests by name, email, phone, zip code, tags, username or user code, in one center or across the organization.

• Action
  Search Guest by ID

  Returns the full profile of a Zenoti guest by their guest ID, including personal info, address, preferences, tags and referral details.

• Action
  Update Employee Blockout

  Updates an existing blockout time (such as a lunch break) on an employee's schedule, including its time, type, notes and recurrence.

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