Connect Bento and Quilia

Both apps 48Bento 27Quilia 21

• Trigger
  New Tag

  Triggers when a new tag is created on your Bento site.

• Action
  Add broadcast

  Creates a broadcast email draft in Bento, optionally scheduled and approved for sending to tagged or segmented subscribers.

• Action
  Create Field

  Creates a custom subscriber field on your Bento site.

• Action
  Create or Update User

  Creates a Bento subscriber, or updates the name of an existing one, by email address.

• Action
  Create or Update User and Apply Tag

  Creates or updates a Bento subscriber by email and applies one or more tags, without triggering Flows.

• Action
  Create or Update User and Apply Tag (Trigger Flows)

  Applies a tag to a Bento subscriber (creating them if needed) through an event, so any Flows listening for that tag start.

• Action
  Create Tag

  Creates a tag on your Bento site.

• Action
  Delete tag

  Discards a tag in Bento by name (running it on an already-discarded tag restores it).

• Action
  Fetch Site Metrics

  Returns your Bento site's user, subscriber and unsubscriber counts.

• Action
  Fetch Subscriber

  Returns a Bento subscriber's details, tags and custom fields by email address.

• Action
  Get email template

  Returns one email template, including its name, subject and HTML content.

• Action
  Get segment

  Returns one segment, including its name, description and filter definition.

• Action
  Import subscribers

  Queues up to 1,000 subscribers for import or update in Bento. Imports do not trigger automations.

• Action
  List Broadcasts

  Returns one page of Bento broadcasts with the chosen status, including their send stats.

• Action
  List Fields

  Returns every custom subscriber field on your Bento site.

• Action
  List segments

  Returns all segments in your Bento site.

• Action
  List sequences

  Returns the sequences on your Bento site, including each sequence's email templates.

• Action
  List Tags

  Returns every tag on your Bento site.

• Action
  List workflows

  Returns all workflows on the Bento site, with their name, status and email templates.

• Action
  Remove Tag from Subscriber

  Removes a tag from a Bento subscriber by email.

• Action
  Send Transactional Email

  Sends an email through Bento to one recipient, optionally as transactional so it reaches unsubscribed people.

• Action
  Track Event

  Records a custom event for a Bento subscriber, optionally updating their profile fields; events can start Flows.

• Action
  Track Subscribe Event

  Subscribes or unsubscribes a Bento subscriber by email.

• Action
  Track Unique Event

  Records a purchase for a Bento subscriber with its value, counted once per order ID.

• Action
  Update email template

  Updates the subject, HTML content, or editor type of a Bento email template.

• Action
  Update Subscriber Field

  Sets one custom field value on a Bento subscriber.

• Action
  Validate Email

  Checks whether an email address looks valid and deliverable.

• Trigger
  Appointment Created

  Triggers when a new appointment is created in Quilia.

• Trigger
  Appointment Updated

  Triggers when an appointment is updated in Quilia.

• Trigger
  New Client Activity

  Triggers when a client performs an activity in Quilia, such as uploading a document to their case.

• Action
  Add New Client

  Creates a new client in Quilia with their name, phone, email, address and date of birth.

• Action
  Create Contact

  Creates a contact (such as a witness, adjustor, employer or medical provider) attached to a case or a client.

• Action
  Delete a Contact

  Permanently deletes a company or people contact from your Quilia organization.

• Action
  Delete Case

  Permanently deletes a case, including its members, documents and chat history.

• Action
  Delete Client

  Permanently deletes a client from your firm, including their case memberships.

• Action
  Delete Documents

  Deletes one or more Quilia documents, removing both the records and their stored files.

• Action
  Find a Document

  Finds a document by its id and returns its type plus a secure download link that expires after 30 minutes.

• Action
  Find Client by Phone

  Finds a client in your firm by phone number and returns the client record with the cases they belong to.

• Action
  Invite Clients to Case

  Invites clients or staff to a Quilia case. Clients are texted an invite; staff are added as invited. Returns who was invited and who was skipped.

• Action
  List Clients

  Returns the firm's clients, optionally filtered by name, email or phone.

• Action
  List Webhook Events

  Returns the webhook events your Quilia firm can subscribe to, with their descriptions and payload schemas.

• Action
  Retrieve a Single Client

  Returns a single client by id, including the cases the client belongs to.

• Action
  Retrieve Individual Case

  Returns one case by its ID, including its status, type, dates, client, organization and case members.

• Action
  Simulate Webhook Event

  Sends a sample Quilia webhook event to an endpoint URL so you can test a webhook integration.

• Action
  Update a Contact

  Updates an existing Quilia contact (a company or a person). Only the fields you fill in are changed.

• Action
  Update Case

  Updates an existing case's status, type, opening date or custom CMS data. Only the fields you fill in are changed.

• Action
  Update Client Information

  Updates an existing client's contact details, address and demographic information. Only the fields you fill in are changed.

• Action
  Upload Documents

  Uploads a document file to a client's case in Quilia and returns the new document ids.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.