Connect PPM Express and Quilia

Both apps 37PPM Express 16Quilia 21

• Trigger
  Idea Created

  Triggers when a Idea is created.

• Trigger
  Key Date Created

  Triggers when a Key Date is created.

• Trigger
  Key Date Updated

  Triggers when a Key Date is updated.

• Trigger
  Project Created

  Triggers when a Project is created.

• Trigger
  Project Updated

  Triggers when a Project is updated.

• Trigger
  Task Created

  Triggers when a Task is created.

• Trigger
  Task Deleted

  Triggers when a Task is deleted.

• Trigger
  Task Updated

  Triggers when a Task is updated.

• Action
  Create Idea

  Creates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.

• Action
  Create Project

  Creates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.

• Action
  Create Project Key Date

  Creates a key date (milestone) on a PPM Express project and returns the new key date.

• Action
  Create Project Task

  Creates a task in a PPM Express project with the field values you supply.

• Action
  Delete Project Task

  Deletes a task from a PPM Express project.

• Action
  Update Project

  Updates the fields of an existing project, including custom fields, and returns the updated project.

• Action
  Update Project Key Date

  Updates the field values of an existing key date in a PPM Express project.

• Action
  Update Project Task

  Updates field values on an existing task in a PPM Express project and returns the updated task.

• 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.