--- title: "Connect Quilia to Pipeless Recommendations - APIANT.ai" description: "When \"Appointment Created\" fires in Quilia, your agent runs \"Create Event\" in Pipeless Recommendations." canonical: "https://apiant.ai/connect/quilia-to-pipeless-recommendations" --- # Connect Quilia to Pipeless Recommendations When **Appointment Created** fires in [Quilia](https://apiant.ai/connections/quilia), your agent runs **Create Event** in [Pipeless Recommendations](https://apiant.ai/connections/pipeless-recommendations). Describe the whole flow and it is built, tested on every scenario and kept running. Quilia **3** triggers Quilia **18** actions Pipeless Recommendations **8** 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 Pipeless Recommendations 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 Pipeless Recommendations - When **Appointment Created** in Quilia then **Create Event** in Pipeless Recommendations - When **Appointment Updated** in Quilia then **Create Events (With Line Item Support)** in Pipeless Recommendations 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 Pipeless Recommendations ## Triggers and actions 3 triggers · 26 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 **Create Event** Creates a single event linking a start object to an end object through a relationship (for example, a user who liked a post) in your Pipeless app. - Action **Create Events (With Line Item Support)** Creates up to 10 events in one call, such as several line items a user purchased. - Action **Delete event** Deletes the event(s) matching a start object, relationship type and end object. - Action **Delete object** Deletes an object and all the relationships and events connected to it. - Action **Get Activity on Object** Returns the activity that has taken place on an object, such as who followed or liked it. - Action **Get object** Returns basic info (type, created and modified dates) for a single Pipeless object. - Action **List recent events** Returns the most recent events (user–relationship–object interactions) that have been sent to your Pipeless app. - Action **Update object** Updates an existing Pipeless object's id or its created/modified timestamps. ## 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) - [ **Pipeless Recommendations** Power real-time personalized recommendations and activity feeds using a simple API.](https://apiant.ai/connections/pipeless-recommendations) 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 Pipeless Recommendations - [ **HubSpot to Pipeless Recommendations** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipeless-recommendations) - [ **Salesforce to Pipeless Recommendations** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pipeless-recommendations) - [ **Slack to Pipeless Recommendations** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pipeless-recommendations) - [ **Google Sheets to Pipeless Recommendations** Google Sheets](https://apiant.ai/connect/google-sheets-to-pipeless-recommendations) - [ **Gmail to Pipeless Recommendations** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipeless-recommendations) - [ **Google Calendar to Pipeless Recommendations** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipeless-recommendations) Questions ## Quilia and Pipeless Recommendations, 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 Pipeless Recommendations when something happens in Quilia? Any of Pipeless Recommendations's 8 actions, including Create Event, Create Events (With Line Item Support), Update object and Get Activity on Object. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pipeless Recommendations to Quilia? Pipeless Recommendations has no triggers in the catalog today, so automations start in Quilia. If you need the other direction, ask: your agent reads Pipeless Recommendations's API documentation and adds it. ### ### Do I have to build a connector for Quilia or Pipeless Recommendations? 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 Pipeless Recommendations 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.