Connect Quilia to Encircle

Both apps 30Quilia 21Encircle 9

• 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.

• Action
  Add Property Claim Room

  Creates a room inside a structure on an Encircle property claim.

• Action
  Add Property Claim Structure

  Adds a new structure (building) to an Encircle property claim.

• Action
  Create Property Claim

  Creates a new Property Claim.

• Action
  Create Property Claim Note

  Creates a new General Note for a Property Claim.

• Action
  Find Property Claim

  Looks up a single property claim by its Encircle ID and returns all of its details.

• Action
  Find Property Claim Room

  Fetches a room in a property claim's structure by ID, with its name and dimensions. An error occurs if the room is not found.

• Action
  Update Property Claim

  Updates an existing Encircle property claim. Only the fields you fill in are changed.

• Action
  Update Property Claim Note

  Updates an existing property claim note by ID.

• Action
  Update Property Claim Room Note

  Updates the title and/or text of a note on a room in an Encircle property claim.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.