Connect Quilia and Zoho Recruit

Both apps 33Quilia 21Zoho Recruit 12

• 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 Record

  Triggers when a new record is created in the chosen Zoho Recruit module, such as Candidates or Job Openings.

• Trigger
  Updated Record

  Triggers when a record in the chosen Zoho Recruit module (Candidates, Job Openings, Clients, etc.) is updated.

• Action
  Add attachment

  Attaches a file or a link to a Zoho Recruit record, such as a resume or offer letter on a candidate.

• Action
  Add note

  Adds a note to a Zoho Recruit record such as a candidate, job opening, client or contact.

• Action
  Associate candidates with job opening

  Associates one or more candidates with one or more job openings in Zoho Recruit.

• Action
  Create Record

  Creates a new record (candidate, job opening, client, contact, interview and more) in the Zoho Recruit module you choose.

• Action
  Create/Update Record

  Creates a record in a Zoho Recruit module, or updates the existing one when a record with the same duplicate-check field values (such as a candidate's email) already exists.

• Action
  Delete record

  Deletes one or more records (up to 100) from a Zoho Recruit module such as Candidates or Job Openings.

• Action
  List records

  Returns a list of records from a Zoho Recruit module such as Candidates, Job Openings or Clients, optionally filtered by custom view or territory and sorted by a field.

• Action
  Search Record

  Searches a Zoho Recruit module (Candidates, Job Openings, Clients, etc.) for records matching criteria, an email, a phone number, or a word, and returns the matching records.

• Action
  Update Record

  Updates an existing record in a Zoho Recruit module, such as a candidate, job opening, client or contact, with the field values you supply.

• Action
  Update Record Status

  Changes the status of one or more Zoho Recruit candidates, applications or job openings, with an optional comment.

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