--- title: "Connect Customer.guru and Quilia - APIANT.ai" description: "When \"New Rating\" fires in Customer.guru, your agent runs \"Create Contact\" in Quilia." canonical: "https://apiant.ai/connect/customer-guru-to-quilia" --- # Connect Customer.guru and Quilia When **New Rating** fires in [Customer.guru](https://apiant.ai/connections/customer-guru), your agent runs **Create Contact** in [Quilia](https://apiant.ai/connections/quilia), or **Appointment Created** in Quilia to **Find Customer** in Customer.guru. Describe the whole flow and it is built, tested on every scenario and kept running. Customer.guru **1** trigger Customer.guru **2** actions Quilia **3** triggers Quilia **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Customer.guru and Quilia to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Customer.guru and Quilia can do together ### From Customer.guru to Quilia - When **New Rating** in Customer.guru then **Create Contact** in Quilia - When **New Rating** in Customer.guru then **Update a Contact** in Quilia ### From Quilia to Customer.guru - When **Appointment Created** in Quilia then **Find Customer** in Customer.guru - When **Appointment Updated** in Quilia then **Schedule Survey** in Customer.guru Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Customer.guru and Quilia ## Triggers and actions 4 triggers · 20 actions - Trigger **New Rating** Triggered when a customer submits a new rating on one of your Customer.guru surveys, giving you their score, their comment and how they engaged with the survey email. - Action **Find Customer** Looks up a customer in your Customer.guru account by email address and returns that customer's record — their id, when they were added, their most recent survey score and comment, and whether they have unsubscribed. - Action **Schedule Survey** Sends a Customer.guru NPS survey to one or more customers, either straight away or scheduled for a later date, and reports how many went out. - 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. ## Each app on its own - [ **Customer.guru** Customer.guru is an easy-to-setup tool for measuring customer satisfaction using Net Promoter Score.](https://apiant.ai/connections/customer-guru) - [ **Quilia** Quilia is a platform that syncs client data to your tools, providing effortless integration and real-time...](https://apiant.ai/connections/quilia) Reviews ## What our customers say ## More from Customer.guru - [ **Customer.guru to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/customer-guru-to-hubspot) - [ **Customer.guru to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/customer-guru-to-salesforce) - [ **Customer.guru to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/customer-guru-to-slack) - [ **Customer.guru to Google Sheets** Google Sheets](https://apiant.ai/connect/customer-guru-to-google-sheets) - [ **Customer.guru to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/customer-guru-to-gmail) - [ **Customer.guru to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/customer-guru-to-google-calendar) ## More into Quilia - [ **HubSpot to Quilia** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-quilia) - [ **Google Sheets to Quilia** Google Sheets](https://apiant.ai/connect/google-sheets-to-quilia) - [ **Gmail to Quilia** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-quilia) - [ **Google Calendar to Quilia** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-quilia) - [ **Google Drive to Quilia** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-quilia) - [ **Mailchimp to Quilia** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-quilia) Questions ## Customer.guru and Quilia, answered ### ### What can start an automation from Customer.guru? Any of Customer.guru's 1 trigger in the catalog, including New Rating. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Quilia when something happens in Customer.guru? Any of Quilia's 18 actions, including Create Contact, Update a Contact, Update Case and Update Client Information. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Quilia to Customer.guru? Yes. When something happens in Quilia, your agent can act in Customer.guru too. This page covers both directions: Quilia's triggers and Customer.guru's actions are listed here as well. ### ### Do I have to build a connector for Customer.guru or Quilia? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Customer.guru and Quilia without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.