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Quilia Integrations

CRM (Customer Relationship Management)

Put Quilia to work with AI and enterprise-grade automation

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Quilia triggers, actions, and search
    Appointment Created

    Triggers when an appointment is added to a case.

    Trigger
    Instant
    Try It
  • Quilia triggers, actions, and search
    Case Phase or Status Changed

    Triggers when a case moves to a new phase or status (open, closed and so on).

    Trigger
    Instant
    Try It
  • Quilia triggers, actions, and search
    New Client Activity

    Triggers when there's new activity on a client's case, such as a document the client uploaded.

    Trigger
    Instant
    Try It
    • Company or Person
      Required
    • Name
      Required
    • Contact Type
    • Phone
    • Address 1
    • Address 2
    • City
    • State
    • Postal Code
    • Country
    • Case ID
    • Client ID
    Action
    Write
  • Quilia triggers, actions, and search
    Appointment Updated

    Triggers when an appointment changes, such as a new time or a client confirming they attended.

    Trigger
    Instant
    Try It
  • Quilia triggers, actions, and search
    New Document

    Triggers when a document is added to a case, by the client or the firm.

    Trigger
    Instant
    Try It
    • Client Name
      Required
    • Client Cell Phone
      Required
    • Address 1
    • Address 2
    • City
    • Country
    • Date of Birth
    • Email
    • Language
    • Postal Code
    • State
    Action
    Write
    • Client Name
      Required
    • Client Cell Phone
      Required
    • Case Type
      Required
    • Firm File Number
    • Client Email
    • Client Date of Birth
    • Client Language
    • Date of Incident
    • Incident Description
    • Case Status
    • Text the Client an Invite
    Action
    Write

For builders

Let your AI safely access Quilia

Go beyond Zap workflows. Install Zapier in your AI to call Quilia actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

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Call actions in natural language with Zapier MCP

Act in Quilia from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Add New Client
  • Add Contact

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Quilia actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Quilia connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "quilia", owner: "me" });

await zapier.runAction({
  app: 'quilia',
  action: 'add_client',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Quilia Help & Support

Common questions

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About Quilia
Quilia is a client portal for injury law firms that keeps clients updated by text and collects their documents, treatment details and pain scores for the case.
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