--- title: "Connect Quilia to Omise - APIANT.ai" description: "When \"Appointment Created\" fires in Quilia, your agent runs \"Add customer\" in Omise." canonical: "https://apiant.ai/connect/quilia-to-omise" --- # Connect Quilia to Omise When **Appointment Created** fires in [Quilia](https://apiant.ai/connections/quilia), your agent runs **Add customer** in [Omise](https://apiant.ai/connections/omise). Describe the whole flow and it is built, tested on every scenario and kept running. Quilia **3** triggers Quilia **18** actions Omise **26** 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 Omise 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 Omise - When **Appointment Created** in Quilia then **Add customer** in Omise - When **Appointment Updated** in Quilia then **Add charge** in Omise 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 Omise ## Triggers and actions 3 triggers · 44 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 charge** Create a charge for an amount/currency against a card, customer, or source. - Action **Add customer** Create a customer, optionally attaching a card via token. - Action **Add recipient** Creates a new transfer recipient (individual or corporation) with a destination bank account. - Action **Add refund** Create a refund on a captured charge. - Action **Add source** Creates a payment source (PromptPay, internet banking, mobile banking, Alipay, installments, TrueMoney and other non-card methods) that can then be charged with Add charge. - Action **Add token** Creates a single-use card token in Omise using the account's public key. Use the token to create one charge or to attach the card to a customer. - Action **Add transfer** Creates a transfer from your Omise balance to your own bank account or to a verified third-party recipient. - Action **Delete card** Permanently removes a saved card from an Omise customer. - Action **Delete customer** Destroy a customer. - Action **Delete recipient** Destroy a recipient. - Action **Get charge** Retrieves a single Omise charge by its ID. - Action **Get customer** Retrieve a customer by id. - Action **Get dispute** Retrieve a dispute by id. - Action **Get recipient** Retrieve a recipient by id. - Action **Get refund** Retrieve a refund by id. - Action **Get source** Retrieve a payment source by id. - Action **Get token** Retrieves a card token by its ID, including the card it represents and whether it has been used. - Action **Get transfer** Retrieves a single Omise transfer by its ID. - Action **List cards** Returns the list of cards saved on an Omise customer. - Action **List customers** List all customers. - Action **List recipients** List all recipients. - Action **List transfers** List all transfers. - Action **Update charge** Updates the description and/or metadata of an existing Omise charge. - Action **Update customer** Update a customer's details. - Action **Update dispute** Update a dispute's message/status. - Action **Update recipient** Update a recipient's details. ## 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) - [ **Omise** Payment gateway API for accepting online payments, processing charges, refunds, and recurring billing in...](https://apiant.ai/connections/omise) 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 Omise - [ **HubSpot to Omise** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-omise) - [ **Salesforce to Omise** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-omise) - [ **Slack to Omise** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-omise) - [ **Google Sheets to Omise** Google Sheets](https://apiant.ai/connect/google-sheets-to-omise) - [ **Gmail to Omise** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-omise) - [ **Google Calendar to Omise** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-omise) Questions ## Quilia and Omise, 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 Omise when something happens in Quilia? Any of Omise's 26 actions, including Update charge, Update customer, Update dispute and Update recipient. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Omise to Quilia? Omise has no triggers in the catalog today, so automations start in Quilia. If you need the other direction, ask: your agent reads Omise's API documentation and adds it. ### ### Do I have to build a connector for Quilia or Omise? 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 Omise 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.