Connect GAIL and QuickFile

Both apps 44GAIL 25QuickFile 19

• Trigger
  New Call in List

  Triggers when a new processed call appears in your organization's call list.

• Action
  Add campaign

  Creates a new campaign in Gail, optionally with its sequences, contact lists, redialing rules and contact attempt limits.

• Action
  Add contact list

  Creates a new contact list in GAIL with a name and description.

• Action
  Add contacts to contact list

  Adds one or more existing contacts to a contact list.

• Action
  Add contact to campaign

  Adds an existing contact to a campaign so it is queued for outreach by the campaign's sequences.

• Action
  Add do not call entry

  Adds a phone number to your Gail Do Not Call list so it is no longer contacted. If the number is already listed, returns the existing entry.

• Action
  Agency Details

  Returns the details of the GAIL organization (agency) tied to the connected account, including its name, phone numbers, schedule, address, owner and FAQs.

• Action
  Create Contact

  Creates a new contact in GAIL with name, emails, phone numbers, business name and extra details.

• Action
  Delete do not call entry

  Removes a phone number from the Do Not Call list by deleting its entry, so the number can be called and messaged again.

• Action
  Find Contact by Phone

  Returns the contacts that match the specified phone number.

• Action
  Find conversations

  Searches conversations (chat, SMS, GPT and WhatsApp) by text, optionally filtered by type or user.

• Action
  Get call

  Returns a processed call by its ID, including the phone numbers, duration, status, and linked contact and campaign. An error occurs if the call is not found.

• Action
  Get call transcript

  Returns the full transcript of a call: what the caller and the AI agent said, with timings, plus any tool calls made during the call.

• Action
  Get campaign

  Returns a single campaign, including its sequences, contact lists, redialing rules and contact thresholds.

• Action
  Get contact

  Returns one GAIL contact by its ID, including names, emails, phone numbers, contact lists and custom variable data. An error occurs if the contact is not found.

• Action
  Get conversation

  Returns a single conversation (chat, SMS, GailGPT or WhatsApp) by its ID, including its status, outcome and extracted data.

• Action
  List calls

  Returns the identifiers of all processed calls in your organization, newest first.

• Action
  List campaigns

  Returns all campaigns in the GAIL organization, including their status, sequences and contact lists.

• Action
  List contact lists

  Returns all contact lists in your Gail account, optionally with the number of contacts in each.

• Action
  List contacts

  Returns the contacts in your Gail account, optionally narrowed to those matching a name, phone number or email.

• Action
  Make Outbound Call

  Starts a single outbound AI phone call to a phone number using a saved script or an inline script.

• Action
  Send SMS

  Sends an SMS text message to a phone number from your GAIL account.

• Action
  Start campaign

  Starts a campaign so it begins outreach to its contacts. Returns the campaign with its updated status.

• Action
  Stop campaign

  Stops a running campaign so its pending calls and messages are no longer processed; calls already in progress finish. Returns the updated campaign.

• Action
  Update contact

  Updates an existing contact's name, emails, phone numbers, business name, external id and custom variable fields.

• Trigger
  New Client

  Triggers when a new client is created in QuickFile.

• Trigger
  New Invoice

  Triggers when a new invoice is created in QuickFile.

• Action
  Convert estimate to invoice

  Converts an existing estimate into a new invoice in QuickFile.

• Action
  Create Client

  Creates a new client (customer) in QuickFile with a default contact.

• Action
  Create Item

  Creates an inventory item in QuickFile.

• Action
  Create Payment

  Records a payment received from a QuickFile client.

• Action
  Create Supplier

  Creates a new supplier in QuickFile.

• Action
  Delete Client

  Deletes a QuickFile client by ID.

• Action
  Delete invoice

  Deletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.

• Action
  Delete supplier

  Deletes a supplier record from QuickFile.

• Action
  Find Clients

  Searches QuickFile clients by company name, email or account reference.

• Action
  Find invoices

  Returns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).

• Action
  Find Suppliers

  Searches QuickFile suppliers by company name.

• Action
  Get Client

  Returns one QuickFile client by ID.

• Action
  Get Invoice

  Returns one QuickFile invoice, estimate or credit note by ID.

• Action
  Get invoice PDF

  Returns a link to the PDF version of a QuickFile invoice or estimate.

• Action
  Get supplier

  Returns a supplier's details and contacts from QuickFile by supplier ID.

• Action
  List Bank Accounts

  Returns the bank accounts in your QuickFile account.

• Action
  Update Client

  Updates an existing client's company details, address, VAT and invoicing preferences in QuickFile.

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