Connect Quilia to HrFlow.ai

Both apps 31Quilia 21HrFlow.ai 10

• 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
  Ask Questions to a Job Indexed in a Board

  Asks one or more questions about a job already indexed in a HrFlow.ai board and returns the answers, in the order the questions were asked.

• Action
  Ask Questions to a Profile Indexed in a Source

  Asks one or more free-text questions about a candidate profile already indexed in an HrFlow.ai source, and returns the answers in the order the questions were asked.

• Action
  Get a Profile

  Returns a profile stored in a source, looked up by its key or your own reference.

• Action
  Index a Job Into a Board

  Adds a job to a board in your HrFlow.ai workspace, with its title, location, description sections, skills and tags, and returns the job HrFlow.ai created.

• Action
  Index a Profile Into a Source

  Adds a candidate profile to a source in HrFlow.ai and returns the indexed profile.

• Action
  Make an API Call

  Makes any HrFlow.ai API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.

• Action
  OCR a Text

  Reads the text out of a document or image, such as a scanned resume, and returns it along with the detected language and a page-by-page breakdown.

• Action
  Search Jobs in Boards

  Searches the jobs indexed in one or more HrFlow.ai boards by keywords, title, skills, location and tags, and returns the matching jobs.

• Action
  Search Profiles in Sources

  Searches the candidate profiles indexed in your HrFlow.ai sources by keywords, skills, tags, stage, location and experience, and returns the matching profiles.

• Action
  Vectorize a Text

  Turns text such as a job description or a resume into a numeric vector, so it can be compared, clustered or searched by meaning.

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