Integration
Connect Filevine to Ziflow
When New Contact fires in Filevine, your agent runs Add user in Ziflow. 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 Ziflow 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 can start in Ziflow
When New Contact in Filevine
then Add user in Ziflow
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 Ziflow
Triggers and actions 2 triggers · 34 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.
- Add guest
Adds a guest (an external reviewer) to your Ziflow account.
- Add reviewer
Adds a reviewer, by email, to a stage of a Ziflow proof.
- Add user
Adds a user to your Ziflow account. Requires an account with Admin rights.
- Create Folder
Creates a new folder in Ziflow, optionally inside an existing parent folder.
- Create Proof
Creates a new proof in Ziflow from one or more file or web page URLs, routed through the review stages you specify.
- Delete proof
Deletes a proof in Ziflow.
- Find proofs by criteria
Returns the proofs that match the search criteria you give, such as status or owner.
- Get folder
Returns a Ziflow folder, optionally together with its sub-folders.
- Get proof
Returns a proof by its ID, including its name, status, versions, stages and reviewers.
- Get user
Returns a Ziflow user in the account, looked up by user ID or email address.
- List proofs
Returns the proofs available to the connected Ziflow user, sorted from newest to oldest.
- Make decision
Records a reviewer's decision on a proof, or marks their review as complete, depending on the reviewer's role.
- Update folder
Updates an existing Ziflow folder's name, privacy, or parent folder (moving it). Returns the updated folder.
- Update proof
Updates an existing proof's name, folder or review stages. Only the values you provide are changed; returns the updated proof.
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
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Questions
Filevine and Ziflow, 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 Ziflow when something happens in Filevine?
Any of Ziflow's 14 actions, including Create Folder, Create Proof, Update folder and Update proof. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ziflow to Filevine?
Ziflow has no triggers in the catalog today, so automations start in Filevine. If you need the other direction, ask: your agent reads Ziflow's API documentation and adds it.
Do I have to build a connector for Filevine or Ziflow?
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 Ziflow 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.