TextIt Filevine

TextIt + Filevine Integrations, Built by an AI Agent

Put TextIt + Filevine to work with AI and enterprise-grade automation

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See the kind of workflows teams build with TextIt and Filevine below — describe the exact one you want above and the Agent builds it on demand.

TextIt + Filevine When a flow event completes in TextIt, update contact case notes in Filevine. See details
Log missed calls as follow-up tasks When a customer call goes unanswered in TextIt, 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 TextIt. See details
Attach call recordings to project tasks Once a call recording becomes available in TextIt, post a comment with the audio details to the corresponding task in Filevine. See details

Browse the full workflow library →

Looking to achieve something else with TextIt and Filevine?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for TextIt and Filevine

Everything TextIt and Filevine can do inside a workflow — the triggers that start one and the actions that run when it fires.

TextIt Explore TextIt →

A visual workflow builder platform for creating automated SMS and voice messaging applications using flow charts.

Triggers
New Flow Event

Triggers when there is a new Flow Event.

Actions
Start Flow

Starts one or more contacts in a specified flow, creating a new contact for any unrecognized numbers.

Filevine Explore Filevine →

A legal case management platform that helps law firms manage documents, client communication, task assignments, and case deadlines.

Triggers
New Event

Triggers on a new event.

Actions
Create Collection Item

Creates a new collection item.

Create Contact

Creates a new contact.

Copy Data From

Creates a reference to data in a project. This action supplies the data output to a "Copy Data To" action, which should be included in your Zap as a subsequent step.

Copy Data To

Copies data from a reference to a project. This action depends on the data output from a "Copy Data From" action, which should be included in your Zap as a prior step.

Update Form

Updates an existing form.

Create Project

Creates a new project.

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Customer Stories

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about TextIt + Filevine

Is there a pre-built TextIt + Filevine automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches TextIt and Filevine's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built TextIt or Filevine connector?

No. The Agent works whether or not TextIt or Filevine already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

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

How can connecting TextIt with Filevine help manage missed customer calls?

You can set up an integration so every missed call in TextIt 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 TextIt to send a text message directly to the customer.

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