Connect Quilia to Revi.io Reviews

Both apps 32Quilia 21Revi.io Reviews 11

• 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 Order Products

  Attaches one or more products to an existing Revi order in an authorized store, so customers can be invited to review what they bought.

• Action
  Create Orders

  Create or update up to 100 orders in one Revi store. Orders tell Revi which customers can receive review invitations.

• Action
  Get Business

  Gets the business information for the connected Revi account.

• Action
  Get Order

  Get one order from an authorized Revi store.

• Action
  Get Product

  Get one product from an authorized store.

• Action
  Get Store engagement statistics

  Get engagement statistics for one authorized Revi store.

• Action
  List Orders

  Lists orders from one authorized Revi store.

• Action
  List Products

  Lists the products in one authorized Revi store.

• Action
  List Reviews

  Lists reviews from one authorized Revi store.

• Action
  List Stores

  Lists the Revi stores the connected API client is authorized to access.

• Action
  Update Order status

  Updates the status of one order in an authorized Revi store (pending, ready or cancelled).

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