Connect SMS Partner to Filevine

Both apps 38SMS Partner 16Filevine 22

• Trigger
  New Contact in Group

  Triggers when a new contact is added to a contact group.

• Trigger
  New STOP Number

  Triggers when a phone number is added to your STOP (opt-out) list.

• Action
  Add STOP Number

  Adds a phone number to your STOP list so it receives no more SMS.

• Action
  Cancel Scheduled SMS

  Cancels a scheduled SMS. An SMS due within the next 5 minutes cannot be cancelled.

• Action
  Create Group

  Creates a contact group and returns its ID.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Group

  Deletes a contact group.

• Action
  Get Account Credits

  Returns your remaining SMS credits, pending sends and account balance.

• Action
  Get Sending Statistics

  Returns the number of SMS sent and their cost per month for the chosen period.

• Action
  Get SMS Status

  Returns the delivery status and cost of an SMS sent to one phone number.

• Action
  List Contacts

  Returns the contacts in a contact group, one page at a time.

• Action
  List Groups

  Returns all your contact groups.

• Action
  List STOP Numbers

  Returns the phone numbers on your STOP (opt-out) list.

• Action
  Remove STOP Number

  Removes a number from your STOP list.

• Action
  Send SMS

  Sends an SMS to one or more phone numbers, now or at a scheduled date and time.

• Action
  Verify Phone Number Format

  Checks phone numbers and returns each one's country, type and E.164, international and national formats.

• 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
  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 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.