Integration
Connect Quilia and SmartEmailing
When Appointment Created fires in Quilia, your agent runs Add Contact list in SmartEmailing, or New Contact in SmartEmailing to Create Contact in Quilia. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Quilia and SmartEmailing to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Quilia and SmartEmailing can do together
From Quilia to SmartEmailing
When Appointment Created in Quilia
then Add Contact list in SmartEmailing
When Appointment Updated in Quilia
then Send custom email in SmartEmailing
From SmartEmailing to Quilia
When New Contact in SmartEmailing
then Create Contact in Quilia
When Updated Contact in SmartEmailing
then Update a Contact in Quilia
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 SmartEmailing
Triggers and actions 5 triggers · 33 actions
Trigger
Appointment CreatedTriggers when a new appointment is created in Quilia.
Trigger
Appointment UpdatedTriggers when an appointment is updated in Quilia.
Trigger
New Client ActivityTriggers when a client performs an activity in Quilia, such as uploading a document to their case.
Action
Add New ClientCreates a new client in Quilia with their name, phone, email, address and date of birth.
Action
Create ContactCreates a contact (such as a witness, adjustor, employer or medical provider) attached to a case or a client.
Action
Delete a ContactPermanently deletes a company or people contact from your Quilia organization.
Action
Delete CasePermanently deletes a case, including its members, documents and chat history.
Action
Delete ClientPermanently deletes a client from your firm, including their case memberships.
Action
Delete DocumentsDeletes one or more Quilia documents, removing both the records and their stored files.
Action
Find a DocumentFinds a document by its id and returns its type plus a secure download link that expires after 30 minutes.
Action
Find Client by PhoneFinds a client in your firm by phone number and returns the client record with the cases they belong to.
Action
Invite Clients to CaseInvites 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 ClientsReturns the firm's clients, optionally filtered by name, email or phone.
Action
List Webhook EventsReturns the webhook events your Quilia firm can subscribe to, with their descriptions and payload schemas.
Action
Retrieve a Single ClientReturns a single client by id, including the cases the client belongs to.
Action
Retrieve Individual CaseReturns one case by its ID, including its status, type, dates, client, organization and case members.
Action
Simulate Webhook EventSends a sample Quilia webhook event to an endpoint URL so you can test a webhook integration.
Action
Update a ContactUpdates an existing Quilia contact (a company or a person). Only the fields you fill in are changed.
Action
Update CaseUpdates an existing case's status, type, opening date or custom CMS data. Only the fields you fill in are changed.
Action
Update Client InformationUpdates an existing client's contact details, address and demographic information. Only the fields you fill in are changed.
Action
Upload DocumentsUploads a document file to a client's case in Quilia and returns the new document ids.
Trigger
New ContactTriggers when a new contact is added to your SmartEmailing account.
Trigger
Updated ContactTriggers when an existing contact is updated in SmartEmailing.
Action
Add Contact listCreates a new contact list in SmartEmailing.
Action
Add Custom fieldCreates a new contact custom field in SmartEmailing with the given name and type.
Action
Delete ContactPermanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone.
Action
Get ContactReturns a single contact by email address or ID, including contact list memberships and custom field values.
Action
Get Contact listReturns a single contact list by its ID with all its properties, such as name, sender details and engagement rates.
Action
List Contact listsReturns all contact lists in your SmartEmailing account.
Action
List ContactsReturns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values.
Action
List Contacts in listReturns the contacts that belong to a contact list, with their details and list memberships.
Action
List Custom fieldsReturns the custom field definitions set up in your SmartEmailing account, optionally with their options.
Action
List NewslettersReturns your finished newsletters with their sender details, send times and open, click and unsubscribe counts.
Action
Send custom emailSends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides.
Action
Send transactional emailSends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply.
Action
Unsubscribe ContactUnsubscribes a contact from a chosen contact list.
Action
Update Contact email addressChanges a contact's email address in SmartEmailing, moving all of the contact's data to the new address.
Action
Update Contact listUpdates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Quilia and SmartEmailing, 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 SmartEmailing when something happens in Quilia?
Any of SmartEmailing's 15 actions, including Send custom email, Send transactional email, Update Contact email address and Update Contact list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SmartEmailing to Quilia?
Yes. When something happens in SmartEmailing, your agent can act in Quilia too. This page covers both directions: SmartEmailing's triggers and Quilia's actions are listed here as well.
Do I have to build a connector for Quilia or SmartEmailing?
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 SmartEmailing 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.