Connect Quilia to Memberspot

Both apps 41Quilia 21Memberspot 20

• 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
  Delete Access

  Removes a user's access to an offer entirely, identified by the user's email address.

• Action
  Delete Order Access

  Removes a user's access to every offer granted under a specific order ID, identified by the user's email.

• Action
  Delete User by User Id (POST)

  Deletes up to 10 Memberspot users by their user IDs. Users not found in the school are skipped.

• Action
  Delete Users

  Deletes up to 10 users from your Memberspot school by email address.

• Action
  Delete Users by User Id (DELETE Method)

  Deletes up to 10 Memberspot users by their user IDs. Users not found in the school are skipped.

• Action
  Enable Chapter Access by User Id

  Gives a member access to a specific chapter of a course, identified by their user ID.

• Action
  Find User by Mail

  Finds a Memberspot user by their email address and returns their profile, active state and custom user properties.

• Action
  Find User by User Id

  Returns the Memberspot user with the given user id, or found=false when no such user exists.

• Action
  Grant Access

  Grants a user access to an offer by email address, creating the user if they don't exist yet.

• Action
  Grant User Access by User Id

  Grants an existing Memberspot user access to an offer, identified by the user's id.

• Action
  Revoke Access

  Revokes (deactivates) a user's access to an offer, identified by the user's email address.

• Action
  Revoke Order Access

  Revokes (deactivates) a user's access to every offer granted under a given order ID, identified by the user's email. The access is kept but set inactive.

• Action
  Set Access Expires

  Sets or removes the date a user's access to an offer expires.

• Action
  Set Access State by UserId

  Sets whether a user's access to an offer is active or inactive, identified by the user's id. Leaving the state blank removes the offer from the user.

• Action
  Set Custom Property

  Sets one custom user property on a Memberspot user identified by email, and returns the updated user.

• Action
  Set Custom User Property by Users Id

  Sets the values of one or more custom properties on a Memberspot user, identified by user ID, and returns the updated user.

• Action
  Set Order State by Order Id

  Sets the state of all offers with a given order ID across every user — activates, deactivates or removes them.

• Action
  Set Order State by User Id

  Sets the active state of every offer a user holds under a given order ID, or removes that access when no state is given.

• Action
  Users Course Progress List by User Id

  Returns the course progress of a Memberspot user, for every course they have, looked up by user ID.

• Action
  Users Course Progress List by User Id and Course Id

  Returns a member's progress in one specific course, looked up by their user ID.

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