Connect Quilia to Responder Live (רב מסר)

Both apps 36Quilia 21Responder Live (רב מסר) 15

• 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 list

  Creates a new subscriber list in the Responder account.

• Action
  Add personal field

  Creates a new personal (custom) field on the account or on a specific list.

• Action
  Add tag to subscriber

  Adds one or more tags, by name, to an existing subscriber.

• Action
  Add unwanted email

  Adds an email address to the account's unwanted list so it no longer receives mailings.

• Action
  Create Subscriber

  Creates a new subscriber in one or more of your Responder lists.

• Action
  Delete subscriber

  Removes a subscriber from the Responder account.

• Action
  Delete tag from subscriber

  Removes a tag from a subscriber in Responder.

• Action
  Get list

  Returns a single Responder list by its ID, including its name, public name, sender and settings.

• Action
  List lists

  Returns all mailing lists in the Responder account, with each list's name, settings and subscriber count.

• Action
  List personal fields

  Returns the account-level personal fields defined in Responder, with their type, position and select options.

• Action
  List subscribers

  Returns the subscribers of a Responder list, with their contact details, status and personal field values.

• Action
  List tags

  Returns all subscriber tags defined in the Responder account.

• Action
  Unsubscribe subscriber

  Marks a subscriber as unsubscribed, identified by subscriber ID, email address or phone number.

• Action
  Update personal field

  Updates an existing personal field's name, type, visibility, position, default value or options.

• Action
  Update subscriber

  Updates an existing subscriber's name, email, phone, personal fields, tags and subscription status.

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