Connect Plumsail Forms and Quilia to power AI-driven automation

Permanently deletes a client from the organization's records. This action removes the client's user record, organization membership, and case memberships. Only clients belonging to the authenticated organization can be deleted.

Deletes multiple documents by their document IDs. Automatically handles cleanup of both database records and storage files.

Updates the phase of a specific case, allowing progression through different stages of case workflow. Optionally updates the last modified timestamp and custom CMS data.

Updates specific fields of an existing contact. Supports both company and people contacts with comprehensive contact information including name, phone, email, address, and relationship details. Only the provided fields will be updated, maintaining data integrity.

Retrieves detailed information for a specific contact (company or person) by ID.

Retrieves a paginated list of cases for the authenticated organization. Returns case metadata including creation and update timestamps, with configurable limit and offset for pagination.

Retrieves detailed information about a specific case by its ID. Returns comprehensive case metadata including status, timestamps, type, associated client and organization information, and case members.

Permanently deletes a contact from the organization's records. This action is irreversible and will remove all contact data. Supports both company and people contacts. Only contacts belonging to the authenticated organization can be deleted.

Finds a client in the system using their phone number.

Updates specific fields of an existing client record. Allows modification of contact details, address information, and demographic data while maintaining data integrity.

Uploads multiple documents to the cases bucket with automatic file naming and type detection. Supports various file formats and generates unique identifiers for each uploaded document. Also creates tracking records in the assets database table.

Retrieves a document from the cases bucket and generates a signed URL for secure access. The signed URL expires after 30 minutes for security purposes.

Retrieves a paginated list of clients for the authenticated organization with optional field filtering. Returns comprehensive client information including contact details, associated cases, and demographic data.

Retrieves detailed information for a specific client using either user_id or member_id.