We use a third party business texting service to our main landline number for outgoing/oncoming texts with clients. The client name and phone number is saved in Texty Pro. We would like to have any outgoing or oncoming text message in Texty Pro automatically save in the activity section of the client’s FileVine project. How do we do this?
Question
Texty Pro and Filevine Automation
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+14- Zapier Orchestrator & Solution Partner
Hi
These are the available FileVine Zap app triggers/actions: https://zapier.com/apps/filevine/integrations#triggers-and-actions
You likely have to use the FileVine API: https://developer.filevine.io/docs/v2-ca/branches/main/31e991e1bfac1-filevine-api-v2
TBD which API endpoint to use for “Project Activity”.
Perhaps you mean a Note or Task or something else.
+14- Zapier Orchestrator & Solution Partner
Correct, you will likely have to use the FileVine API via this Zap action: FileVine - API Request
TBD which API endpoint to use for “Project Activity”.
Perhaps you mean a Note or Task or something else.
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