Connect Carbon Voice and Quilia

Both apps 52Carbon Voice 31Quilia 21

• Trigger
  Action Item Deleted

  Triggers when an action item is deleted.

• Trigger
  New Action Item Created

  Triggers when an action item is created.

• Trigger
  New AI Prompt Response Generated

  Triggers when AI Prompt happened to a message(s).

• Trigger
  New AI System Prompt Response Generated

  Triggers when AI System Prompt happened to a message(s).

• Trigger
  New Message Posted to Conversation

  Triggers when a message is posted into a conversation.

• Trigger
  New Message Received

  Triggers when a message is received in any conversation (Not includes your own messages).

• Trigger
  New Voice Memo Created

  Triggers when a voice memo is created.

• Action
  Add folder

  Create a folder.

• Action
  Add Link Attachments to Message

  Add one or more link attachments to a Message.

• Action
  Create Action Item

  Create an Action Item.

• Action
  Create AI Prompt Response

  Creates a new Ai response for given prompt and message(s).

• Action
  Create Message Share Link

  Create a share link for a message.

• Action
  Create Voice Memo

  Create a Voice Memo from audio file, transcript or links.

• Action
  Delete action item

  Delete an action item.

• Action
  Delete folder

  Delete a folder and nested content.

• Action
  Find users by email, phone or name

  Search users by email, phone or name.

• Action
  Get AI Prompt Response

  Returns one AI prompt response (prompt, generated responses per language, source messages) by id.

• Action
  Get conversation

  Get a conversation by id.

• Action
  Get message

  Get a message by id.

• Action
  Get Message Share Link

  Returns one message share link by id.

• Action
  Get user

  Get a user by id.

• Action
  List AI Prompts

  /prompts (optional owner_type=user|workspace|system, workspace_id) — lists the AI prompts available to the account, returning each prompt's id. Read-only.

• Action
  List conversations

  List all of the user's conversations (id and name only).

• Action
  List conversation users

  List users in a conversation.

• Action
  List folders

  List root folders.

• Action
  List messages

  List messages.

• Action
  List workspaces

  List workspaces the user can access.

• Action
  Send Direct Message to User(s)

  Send a Direct Message to specific User(s).

• Action
  Send Message to Conversation

  Send a Message to specific Conversation.

• Action
  Update Action Item

  Update an Action Item.

• Action
  Update folder

  Rename a folder.

• 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.