Connect TrekkSoft to Filevine

Both apps 39TrekkSoft 17Filevine 22

• Trigger
  Booking Cancelled

  Triggers when a booking is cancelled in TrekkSoft.

• Trigger
  Guest Cancelled

  Triggers when a guest is cancelled in TrekkSoft.

• Trigger
  New Booking

  Triggers when a new booking is created in TrekkSoft.

• Trigger
  New Guest

  Triggers when a new guest is added to a booking in TrekkSoft.

• Action
  Add Offline Payment

  Records an offline payment (such as cash) on a booking.

• Action
  Check In Guest

  Checks a guest in for their activity.

• Action
  Confirm Booking

  Confirms a booking that requires confirmation.

• Action
  Get Activity

  Returns one activity by its ID.

• Action
  Get Booking

  Returns one booking by its ID.

• Action
  Get Guest

  Returns one guest by its ID.

• Action
  List Activities

  Returns the tours and activities offered in your TrekkSoft account.

• Action
  List Availabilities

  Returns bookable time slots, optionally for given dates.

• Action
  List Bookings

  Returns bookings, optionally filtered by booking date, activity date or search text.

• Action
  List Guests

  Returns guests, optionally filtered by booking, name or phone.

• Action
  List Merchants

  Returns the merchants available to your account.

• Action
  Send Booking Tickets

  Sends the tickets for a booking to the customer.

• Action
  Validate Ticket

  Checks whether a ticket code is valid.

• 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.