Connect Podio and Quilia

Both apps 43Podio 22Quilia 21

• Trigger
  Item Updated

  Fires when an item in the chosen Podio app is created or edited (each new item revision).

• Trigger
  New Activity

  Fires when activity occurs on any object (item, status, task, action, file) in the connected user's global Podio stream.

• Trigger
  New Application

  Fires when a new Podio app becomes available to the connected user.

• Trigger
  New Item

  Triggers when you add a new item, record or entry to an app (standard or custom).

• Trigger
  New Organization

  Triggers when you add a new organization.

• Trigger
  New Task

  Triggers when you add a new task.

• Trigger
  New View

  Fires when a new view is created on a Podio app.

• Trigger
  New Workspace

  Fires when a new workspace appears among the workspaces you are a member of, across all your organizations.

• Action
  Add comment

  Add a comment to an object (item, task, status).

• Action
  Attach File

  Upload a file to Podio and attach it to an item, task, comment, or status message.

• Action
  Create Item

  Create a new item, record or entry inside an app (standard or custom).

• Action
  Create Status

  Add a status update to a workspace stream.

• Action
  Create Task

  Create a new task.

• Action
  Delete item

  Delete an item.

• Action
  Find Item

  Find an item by title in an app.

• Action
  Get app

  Get an app definition including fields.

• Action
  Get item

  Get an item by id.

• Action
  Get Status

  Returns a status message posted to a workspace, with its text and author.

• Action
  Get task

  Get a task by id.

• Action
  List items

  List items in an app with paging/sort.

• Action
  Update Item

  Update an item, record or entry inside an app (standard or custom).

• Action
  Update task

  Update a task's text, due date, responsible etc.

• 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.