Connect Quilia to Sequenzy

Both apps 34Quilia 21Sequenzy 13

• 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 subscriber to list

  Adds one or more subscribers to a Sequenzy list by email address, creating any subscriber that does not exist yet.

• Action
  Add tag

  Adds a tag to a subscriber, creating the subscriber and the tag if they don't exist yet. Adding a tag can start any sequence set to begin when that tag is added.

• Action
  Add Tag to Subscriber

  Adds a tag to a subscriber, creating the subscriber and the tag if they don't exist yet. Adding a tag can start any sequence set to begin when that tag is added.

• Action
  Create or Update Subscriber

  Creates a subscriber in Sequenzy, or updates the existing subscriber with the same email, external ID or phone. Returns the subscriber and whether it was created, updated or skipped.

• Action
  Delete Subscriber

  Permanently deletes a subscriber by email address. Sequenzy later erases the subscriber's recorded activity and attributes.

• Action
  Find Subscriber

  Returns the subscribers that match a search term: a whole email address finds that one contact, anything shorter searches email, external ID, name and tags. Results can be narrowed by status, tags, list, segment, custom attribute or opt-out date.

• Action
  Get subscriber

  Returns a subscriber by email address, including tags, custom attributes, notes, list memberships, sequence enrollments, email engagement stats and recent activity.

• Action
  List lists

  Returns every subscriber list in your Sequenzy account, with each list's name, description, privacy setting and subscriber counts.

• Action
  List subscribers

  Returns subscribers in your Sequenzy account, optionally filtered by status, search text, tags, list, segment, custom attribute or opt-out date.

• Action
  List tags

  Returns every tag defined in your Sequenzy account, with each tag's id, name, color and whether it is a system tag.

• Action
  Remove subscriber from list

  Removes one or more subscribers from a subscriber list by email address or subscriber ID. The subscribers themselves are kept; only their list membership is removed.

• Action
  Remove tag from subscriber

  Removes a tag from a Sequenzy subscriber, identified by email or external ID. Returns the subscriber and whether the tag was removed.

• Action
  Trigger Event for Subscriber

  Records an event for a subscriber in Sequenzy, creating the subscriber if needed, which can start event-triggered sequences and apply sync rules.

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