Connect Quilia to Mem

Both apps 37Quilia 21Mem 16

• 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 collection

  Creates a new collection in Mem with a title and optional description.

• Action
  Add note to collection

  Adds an existing note to an existing collection. The note and collection content are not changed.

• Action
  Create Note (Advanced)

  Creates a note in Mem from markdown content, optionally with your own note ID, timestamps, and collections. The first line of the content becomes the note title.

• Action
  Delete collection

  Permanently deletes a Mem collection. Notes in it are not deleted.

• Action
  Delete note

  Permanently deletes a note from Mem. Deleted notes cannot be restored.

• Action
  Find collections by query

  Searches your Mem collections by free text and returns the most relevant matches.

• Action
  Find notes by query

  Searches your Mem notes by text, with optional filters for collections, dates, tasks and attachments, and returns the most relevant matches.

• Action
  Find related notes

  Returns up to 20 notes that are semantically related to the note you choose, ordered by similarity.

• Action
  Get collection

  Returns the details of a single Mem collection, including its title, description and note count.

• Action
  Get note

  Returns a single Mem note by its ID, including its title, markdown content, collections and timestamps.

• Action
  List collections

  Returns the collections in your Mem account, optionally filtered by creation or update time.

• Action
  List notes

  Returns the notes in your Mem account, optionally filtered by collection, creation or update dates, and note contents such as tasks, images or files.

• Action
  Mem It (Recommended)

  Sends any raw content (web page, email, transcript, text) to Mem, which processes it and saves it as notes in your knowledge base.

• Action
  Remove note from collection

  Removes a note from a collection. Both the note and the collection are kept.

• Action
  Update collection

  Renames a Mem collection or changes its description. Fields left blank stay unchanged.

• Action
  Update note

  Replaces the full markdown content of an existing Mem note. The first line of the content becomes the note's title.

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