Connect Quilia to Voiceflow

Both apps 31Quilia 21Voiceflow 10

• 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 knowledge base URL document

  Create a knowledge base document sourced from a URL.

• Action
  Add playbook

  Adds a playbook (a set of instructions that drives an agent toward a goal) to a Voiceflow project environment and returns the created playbook.

• Action
  Delete conversation state

  Deletes the stored conversation state for one user, so their next turn starts the conversation from the beginning.

• Action
  Delete knowledge base document

  Delete a knowledge base document by id.

• Action
  Find transcripts

  Returns up to 20 transcripts (recorded conversations) in a Voiceflow project that match the given session, date range, environment, version and property filters.

• Action
  Send Event to Agent

  Sends a custom event to a Voiceflow agent for a user's conversation, advancing it by one turn, and returns the traces the agent produced in reply.

• Action
  Send Message to Agent

  Sends a user's text message to a Voiceflow agent, advancing the conversation by one turn, and returns the agent's reply.

• Action
  Send message to conversation

  Sends a message into a user's conversation with a Voiceflow agent (a message-type turn) and returns the agent's reply.

• Action
  Start Agent Conversation

  Starts (launches) a conversation with a Voiceflow agent for a user and returns the agent's opening reply.

• Action
  Update conversation variables

  Merge variable values into a user's conversation state.

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