Connect PocketSmith and Quilia

Both apps 35PocketSmith 14Quilia 21

• Trigger
  New transaction

  Fires when a new transaction appears in the authorised user's PocketSmith accounts.

• Action
  Add category

  Create a new category for the authorised user.

• Action
  Add transaction

  Create a new transaction in a PocketSmith transaction account.

• Action
  Delete category

  Delete a category by id.

• Action
  Delete transaction

  Delete a transaction by id.

• Action
  Get account

  Retrieve a single account by id.

• Action
  Get category

  Retrieve a single category by id.

• Action
  Get transaction

  Retrieve a single transaction by id.

• Action
  List accounts

  List all bank/investment accounts for the authorised user.

• Action
  List categories

  List all categories for the authorised user.

• Action
  List transaction accounts

  List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.

• Action
  List transactions

  List transactions for the authorised user, with filters for date range, category, account, type and search text.

• Action
  Update category

  Update an existing category's title, colour or parent.

• Action
  Update transaction

  Update fields on an existing transaction (amount, payee, date, category, note, labels).

• 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.