Connect Reamaze to Filevine

Both apps 38Reamaze 14Filevine 24

• Trigger
  New Contact

  Triggered when a new contact is created in Re:amaze.

• Action
  Add Message to Conversation

  Adds a new message to an existing conversation.

• Action
  Create Contact

  Creates a new contact in Re:amaze from an email address or mobile number.

• Action
  Create Conversation

  Create a new conversation on behalf of a user.

• Action
  Create SMS Contact

  Creates a Re:amaze contact identified by a mobile phone number, so they can be reached by SMS.

• Action
  Create SMS Conversation

  Create a new SMS conversation on behalf of a user.

• Action
  Get Article

  Retrieve a single FAQ article by id.

• Action
  Get Contact

  Looks up a single Re:amaze contact by email address.

• Action
  Get Conversation

  Retrieve a single conversation by slug, including its messages.

• Action
  List Contacts

  Lists contacts on the Re:amaze account, optionally searching by name or email, filtering by contact type, and sorting by creation date.

• Action
  List Messages

  Returns messages from across all of your conversations, newest first. Narrow the results by sender type, tags, source, sender email, channel, or date range.

• Action
  Update Article

  Update an existing FAQ article's content or status.

• Action
  Update Contact

  Update an existing contact's fields (name, email, tags, etc).

• Action
  Update Conversation

  Update a conversation's status, category, tags, or assignee.

• Action
  Add appointment

  Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees.

• Action
  Add comment

  Adds a comment to an existing Filevine note, optionally as a specific author and with documents attached.

• 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
  Create Note

  Creates a note on a Filevine project's activity feed.

• Action
  Create Project

  Creates a new project (case) in Filevine for an existing client contact.

• 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 Form

  Updates field values in a form section on a Filevine project.

• Action
  Update Project

  Updates an existing Filevine project's name, description, number or incident date.

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