When new event in Filevine, sync it to Smith.ai.

Sync intake calls and event notifications between Smith.ai and Filevine.

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See all Filevine + Smith.ai integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Filevine Explore Filevine →

Triggers

New task created

Fires when a new task, job or item is created in Filevine.

Task completed

Fires when a task in Filevine is marked complete.

Due date approaching

Fires when a task's due date in Filevine is coming up.

Status changed

Fires when a task, job or project changes status in Filevine.

Actions

Create task

Creates a new task, job or item in Filevine.

Update task

Updates a task's status or assignee in Filevine.

Add comment

Posts a comment on a task in Filevine.

Assign task

Assigns a task in Filevine to a team member.

Smith.ai Explore Smith.ai →

Triggers

New inbound SMS

Fires when a new text message is received in Smith.ai.

New call

Fires when a new call comes in or out through Smith.ai.

Missed call

Fires when a call is missed in Smith.ai.

Call recording ready

Fires when a call recording finishes processing in Smith.ai.

Actions

Send an SMS or MMS

Sends a text message through Smith.ai.

Place an outbound call

Starts an outbound call via Smith.ai.

Create or update a contact

Creates or updates a contact in Smith.ai.

Send a voice message

Sends a recorded voice message via Smith.ai.

Log missed calls as follow-up tasks When a customer call goes unanswered in Smith.ai, automatically create a follow-up task in Filevine so team members can return the call. See details

Send SMS notifications when tasks are completed When a project task is marked complete in Filevine, automatically send a confirmation text message to the client through Smith.ai. See details

Attach call recordings to project tasks Once a call recording becomes available in Smith.ai, post a comment with the audio details to the corresponding task in Filevine. See details

See all Filevine + Smith.ai integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When new event in Filevine, sync it to Smith.ai.” between Filevine and Smith.ai?

Yes — describe it in the box above and Knit's Integrations Agent researches Filevine and Smith.ai's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How can connecting Smith.ai with Filevine help manage missed customer calls?

You can set up an integration so every missed call in Smith.ai creates a task in Filevine, ensuring your team follows up promptly.

Can project updates in Filevine send notifications to clients?

Yes, completing a task or reaching a due date in Filevine can prompt Smith.ai to send a text message directly to the customer.