Connect Pipeliner Crm and Quilia

Both apps 54Pipeliner Crm 33Quilia 21

• Trigger
  New account

  Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.

• Trigger
  New contact

  Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.

• Trigger
  New lead

  Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.

• Trigger
  New opportunity

  Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.

• Action
  Add account

  Adds a new account

• Action
  Add appointment

  Create an Appointment record.

• Action
  Add contact

  Create a Contact record.

• Action
  Add lead

  Adds a new lead

• Action
  Add opportunity

  Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.

• Action
  Add product

  Adds a new product

• Action
  Add task

  Create a Task (Activity) record.

• Action
  Delete account

  Deletes an account in Pipeliner CRM by its ID.

• Action
  Delete contact

  Deletes a contact in Pipeliner CRM by its ID.

• Action
  Delete lead

  Deletes a lead from Pipeliner CRM by its ID.

• Action
  Delete opportunity

  Deletes an opportunity in Pipeliner CRM by its ID.

• Action
  Find contacts

  Returns up to 100 contacts whose chosen field matches the specified value.

• Action
  Find opportunities

  Returns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag).

• Action
  Get account

  Returns a single Pipeliner CRM account by its id, including custom field values.

• Action
  Get contact

  Retrieve a single Contact by id.

• Action
  Get lead

  Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.

• Action
  Get opportunity

  Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.

• Action
  List accounts

  List/search Account records.

• Action
  List appointments

  List Appointment records.

• Action
  List contacts

  Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.

• Action
  List leads

  Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.

• Action
  List opportunities

  Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.

• Action
  List products

  Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.

• Action
  List tasks

  List Task (Activity) records.

• Action
  Update account

  Updates an existing account by ID, including any custom account fields.

• Action
  Update contact

  Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.

• Action
  Update lead

  Updates an existing lead by ID

• Action
  Update opportunity

  Updates an existing opportunity by ID

• Action
  Update task

  Updates an existing task by ID

• 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.