Connect Favro and Quilia

Both apps 39Favro 18Quilia 21

• Trigger
  New card

  Fires when a new card is created (Card created event).

• Trigger
  New comment

  Fires when a new comment is created on a card (Comment created event).

• Trigger
  Updated card

  Fires when a card is updated or moved (Card updated / Card moved event).

• Action
  Add column

  Create a new column (list) on a widget/board.

• Action
  Add comment

  Add a comment to a card.

• Action
  Add tag

  Create a new tag.

• Action
  Add task

  Add a task (checklist item) to a card's task list.

• Action
  Add widget

  Create a new widget (board) in a collection.

• Action
  Delete comment

  Delete a comment.

• Action
  Get card

  Fetch a single card by cardId or cardSequentialId.

• Action
  List cards

  List cards, optionally filtered by widgetCommonId/columnId/etc.

• Action
  List collections

  List collections in the organization.

• Action
  List columns

  List columns on a widget.

• Action
  List comments

  List comments on a card.

• Action
  List tags

  List all tags in the organization.

• Action
  List tasks

  List tasks on a card.

• Action
  List widgets

  List widgets (boards) in a collection.

• Action
  Update comment

  Update the text of an existing comment.

• 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.