Integration
Connect SmartEmailing to Filevine
When New Contact fires in SmartEmailing, your agent runs Create Contact in Filevine. 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 SmartEmailing and Filevine 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 SmartEmailing can start in Filevine
When New Contact in SmartEmailing
then Create Contact in Filevine
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 SmartEmailing and Filevine
Triggers and actions 2 triggers · 41 actions
- New Contact
Triggers when a new contact is added to your SmartEmailing account.
- Updated Contact
Triggers when an existing contact is updated in SmartEmailing.
- Add Contact list
Creates a new contact list in SmartEmailing.
- Add Custom field
Creates a new contact custom field in SmartEmailing with the given name and type.
- Create or Update Contact
Creates a contact in SmartEmailing, or updates the existing contact with the same email address, optionally adding it to contact lists.
- Delete Contact
Permanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone.
- Get Contact
Returns a single contact by email address or ID, including contact list memberships and custom field values.
- Get Contact list
Returns a single contact list by its ID with all its properties, such as name, sender details and engagement rates.
- List Contact lists
Returns all contact lists in your SmartEmailing account.
- List Contacts
Returns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values.
- List Contacts in list
Returns the contacts that belong to a contact list, with their details and list memberships.
- List Custom fields
Returns the custom field definitions set up in your SmartEmailing account, optionally with their options.
- List Newsletters
Returns your finished newsletters with their sender details, send times and open, click and unsubscribe counts.
- Send custom email
Sends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides.
- Send transactional email
Sends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply.
- Trigger event
Fires a named event for a contact, starting any SmartEmailing automation scenarios listening for that event name.
- Unsubscribe Contact
Unsubscribes a contact from a chosen contact list.
- Update Contact email address
Changes a contact's email address in SmartEmailing, moving all of the contact's data to the new address.
- Update Contact list
Updates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed.
- Add appointment
Creates a calendar appointment on a Filevine project with a title, start and end time, and attendees.
- Add comment
Adds a comment to an existing Filevine note, optionally as a specific author and with documents attached.
- 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.
- Create Note
Creates a note on a Filevine project's activity feed.
- Create Project
Creates a new project (case) in Filevine for an existing client contact.
- 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 Form
Updates field values in a form section on a Filevine project.
- 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.
Each app on its own
Reviews
What our customers say
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Questions
SmartEmailing and Filevine, answered
What can start an automation from SmartEmailing?
Any of SmartEmailing's 2 triggers in the catalog, including New Contact and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filevine when something happens in SmartEmailing?
Any of Filevine's 24 actions, including Create Collection Item, Create Contact, Create Note and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Filevine to SmartEmailing?
Filevine has no triggers in the catalog today, so automations start in SmartEmailing. If you need the other direction, ask: your agent reads Filevine's API documentation and adds it.
Do I have to build a connector for SmartEmailing or Filevine?
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 SmartEmailing and Filevine 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.