--- title: "Connect OneDeck and Quilia - APIANT.ai" description: "When \"Record Created\" fires in OneDeck, your agent runs \"Create Contact\" in Quilia, or \"Appointment Created\" in Quilia to \"Create Record\" in OneDeck." canonical: "https://apiant.ai/connect/onedeck-to-quilia" --- # Connect OneDeck and Quilia When **Record Created** fires in [OneDeck](https://apiant.ai/connections/onedeck), your agent runs **Create Contact** in [Quilia](https://apiant.ai/connections/quilia), or **Appointment Created** in Quilia to **Create Record** in OneDeck. Describe the whole flow and it is built, tested on every scenario and kept running. OneDeck **2** triggers OneDeck **14** 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 OneDeck 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 OneDeck and Quilia can do together ### From OneDeck to Quilia - When **Record Created** in OneDeck then **Create Contact** in Quilia - When **Record Updated** in OneDeck then **Update a Contact** in Quilia ### From Quilia to OneDeck - When **Appointment Created** in Quilia then **Create Record** in OneDeck - When **Appointment Updated** in Quilia then **Update Record** in OneDeck 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 OneDeck and Quilia ## Triggers and actions 5 triggers · 32 actions - Trigger **Record Created** Triggers when a new record is created on the selected OneDeck board. - Trigger **Record Updated** Triggers when a record on the chosen OneDeck board is created or updated. - Action **Add attachment** Uploads a file and attaches it to a record on a OneDeck board. - Action **Add board** Creates a new board in a OneDeck workspace, with a default table view. - Action **Add field** Adds a new field (column) to a OneDeck board. The field is added to every view of the board. - Action **Add workspace** Creates a new workspace in your OneDeck account. - Action **Create Record** Creates a new record on a OneDeck board, with a name and optional field values. - Action **Find Record** Finds records on a OneDeck board that match a search text, optionally narrowed by field filters. - Action **Get record** Returns one record from a board, including its field values, attachments and share link. - Action **List fields** Returns every field defined on a OneDeck board, including its type and option settings. - Action **List records** Returns the records on a OneDeck board, optionally filtered by field values or search text. - Action **List users** Returns every user in the OneDeck account with their name, email, status and role. - Action **List workspaces** Returns every workspace in the OneDeck account, with each workspace's id, name and icon. - Action **Update board** Renames a board, moves it to another workspace, or both. - Action **Update Record** Updates the name and field values of an existing record on a OneDeck board. - Action **Update workspace** Renames a workspace or changes its icon. Only the values you fill in are changed. - 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 - [ **OneDeck** OneDeck is a smart and automated platform for all business management needs.](https://apiant.ai/connections/onedeck) - [ **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 OneDeck - [ **OneDeck to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/onedeck-to-salesforce) - [ **OneDeck to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/onedeck-to-slack) - [ **OneDeck to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/onedeck-to-stripe) - [ **OneDeck to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/onedeck-to-shopify) - [ **OneDeck to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/onedeck-to-quickbooks-online) - [ **OneDeck to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/onedeck-to-pipedrive) ## 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 ## OneDeck and Quilia, answered ### ### What can start an automation from OneDeck? Any of OneDeck's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Quilia when something happens in OneDeck? 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 OneDeck? Yes. When something happens in Quilia, your agent can act in OneDeck too. This page covers both directions: Quilia's triggers and OneDeck's actions are listed here as well. ### ### Do I have to build a connector for OneDeck 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 OneDeck 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.