--- title: "Connect Quilia to Mydentify - APIANT.ai" description: "When \"Appointment Created\" fires in Quilia, your agent runs \"Add product import\" in Mydentify." canonical: "https://apiant.ai/connect/quilia-to-mydentify" --- # Connect Quilia to Mydentify When **Appointment Created** fires in [Quilia](https://apiant.ai/connections/quilia), your agent runs **Add product import** in [Mydentify](https://apiant.ai/connections/mydentify). Describe the whole flow and it is built, tested on every scenario and kept running. Quilia **3** triggers Quilia **18** actions Mydentify **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Quilia and Mydentify to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Quilia can start in Mydentify - When **Appointment Created** in Quilia then **Add product import** in Mydentify - When **Appointment Updated** in Quilia then **Send product import to manual review** in Mydentify Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Quilia and Mydentify ## Triggers and actions 3 triggers · 29 actions - 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 product import** create or reuse a durable product diagnostic or product import. - Action **Confirm product import goals** confirm evidence-backed intents and choose the publication path for a product import. - Action **Get directory** structured data for a directory record, collection, or facet index, by slug. - Action **Get leaderboard** a permanent weekly leaderboard record and its public standings, by slug. - Action **Get product import** current import state, evidence candidates, warnings, duplicate resolution, and next action. - Action **List directories** the complete public product-directory catalog. - Action **List leaderboards** the current product leaderboard(s), real activity, and completed results. - Action **List product categories** Mydentify's portable product category taxonomy and directory mappings. - Action **Preview product import** inspect identity and duplicates without creating a product import. - Action **Send product import to manual review** preserve a failed import and send it to editorial review. - Action **Verify product import badge** recheck the required free-product backlink and publish the product when verified. ## Each app on its own - [ **Quilia** Quilia is a platform that syncs client data to your tools, providing effortless integration and real-time...](https://apiant.ai/connections/quilia) - [ **Mydentify** Discover software by task through structured product directories and weekly leaderboards](https://apiant.ai/connections/mydentify) Reviews ## What our customers say ## More from Quilia - [ **Quilia to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/quilia-to-shopify) - [ **Quilia to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quilia-to-salesforce) - [ **Quilia to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quilia-to-slack) - [ **Quilia to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/quilia-to-stripe) - [ **Quilia to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/quilia-to-trello) - [ **Quilia to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/quilia-to-zoom) ## More into Mydentify - [ **HubSpot to Mydentify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mydentify) - [ **Salesforce to Mydentify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mydentify) - [ **Slack to Mydentify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mydentify) - [ **Google Sheets to Mydentify** Google Sheets](https://apiant.ai/connect/google-sheets-to-mydentify) - [ **Gmail to Mydentify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mydentify) - [ **Google Calendar to Mydentify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mydentify) Questions ## Quilia and Mydentify, answered ### ### What can start an automation from Quilia? Any of Quilia's 3 triggers in the catalog, including Appointment Created, Appointment Updated and New Client Activity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mydentify when something happens in Quilia? Any of Mydentify's 11 actions, including Send product import to manual review, Add product import, Confirm product import goals and Get directory. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mydentify to Quilia? Mydentify has no triggers in the catalog today, so automations start in Quilia. If you need the other direction, ask: your agent reads Mydentify's API documentation and adds it. ### ### Do I have to build a connector for Quilia or Mydentify? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Quilia and Mydentify without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.