Connect Quilia and Rootly

Both apps 39Quilia 21Rootly 18

• 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.

• Trigger
  New Alert

  Triggers when a new alert is created in Rootly.

• Trigger
  New Incident

  Triggers when a new incident is created in Rootly.

• Trigger
  New Pulse

  Triggers when a new pulse, such as a deploy or config change, is recorded in Rootly.

• Action
  Add action item

  Adds an action item (task or follow-up) to a Rootly incident.

• Action
  Add service

  Creates a new service in Rootly's service catalog.

• Action
  Create Alert

  Creates a new alert in Rootly and returns its ID and status.

• Action
  Create Incident

  Creates a new incident in Rootly and returns its ID, status and link.

• Action
  Create Pulse

  Records a pulse in Rootly, such as a deploy or configuration change, and returns its ID.

• Action
  Get Alert

  Returns one Rootly alert by its ID.

• Action
  Get Incident

  Returns one Rootly incident by its ID.

• Action
  Get Pulse

  Returns one Rootly pulse by its ID.

• Action
  List alerts

  Returns alerts in your Rootly organization, optionally filtered by status, source, service, team, environment, label or time range.

• Action
  List incidents

  Returns incidents in your Rootly organization, optionally filtered by status, severity, services, teams, dates and more.

• Action
  List pulses

  Returns the pulses (deploys and other change events) recorded in Rootly, optionally filtered by source, service, environment, label, ref or time range.

• Action
  List services

  Returns the services in your Rootly organization, optionally filtered by name, slug, external ids or creation date.

• Action
  List teams

  Returns the teams in your Rootly organization, optionally filtered by name, slug, color, external ids or creation date.

• Action
  List users

  Returns the users in your Rootly organization, optionally filtered by search text, email, role or creation date.

• Action
  Update incident

  Updates an existing Rootly incident's title, status, severity, teams, services, timestamps and other details.

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