Connect Quilia and Storage by Zapier to power AI-driven automation

Finds a client in the system using their phone number.

Updates a case in Quilia with new status, details, or other fields.

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.

Pop a value off a list of values, removing the value from the list. Optionally, return a default value if the list is empty.

Remove a value stored at a defined key. Also works if the value is a list.

Set multiple values stored at a defined keys.

Set a value stored at a defined key if the stored value matches a previous value.

Get all values from a list and format their output as one value.

Get a child value stored at a defined key.

Get a value stored at a defined key.

Get a value stored at a defined key.

Invites one or more users to participate in a specific case with designated roles (client or staff). Manages case access permissions and user associations for collaborative case management.

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.

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.

Increment a value at a defined key.

Push a value onto a list of values.

Remove one or more child values stored at a defined key.

Set one or more child values stored at a defined key.

Set a value stored at a defined key.

Get multiple values stored at defined keys.

Get a child value stored at a defined key.