Quilia and Salesflare

Productivity quilia.com ↗

How to connect Quilia

Via Zapier — 23 operations available. Set it up ↗

What you can automate

When appointment Created in Quilia, create meeting, then create call in Salesflare.
When appointment Updated in Quilia, create meeting, then create call in Salesflare.
When new Client Activity in Quilia, find or create account, then find or create contact, then add contact to account in Salesflare.

About Quilia

Quilia is a platform that syncs client data to your tools, providing effortless integration and real-time updates across cases.

Quilia operations on Zapier

Triggers (3)

Start a workflow when this happens

Appointment Created — Listen for new appointments.
Appointment Updated — Listen for updates to client appointments.
New Client Activity — Triggers when a client performs some activity on the app.

Actions (14)

Things Salesflare can make it do

Add New Case — Adds a new case to Quilia, assigning a client access to track their case progress.
Add New Client — create a new client record
Create Contact — Creates a new contact in the system. Supports both company and people contacts with comprehensive contact information including name, phone, email, address, and relationship details.
Delete Case — Permanently deletes a case from the organization's records. This action is irreversible and will remove all case data, including associated members, documents, and chat history. Only cases belonging to the authenticated organization can be deleted.
Delete Client — 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.

Show 9 more actions

Delete Documents — Deletes multiple documents by their document IDs. Automatically handles cleanup of both database records and storage files.
Delete a Contact — 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.
Find Client by Phone — Finds a client in the system using their phone number.
Invite Clients to Case — 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.
Update Case — Updates a case in Quilia with new status, details, or other fields.
Update Case Phase — 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.
Update Client Information — Updates specific fields of an existing client record. Allows modification of contact details, address information, and demographic data while maintaining data integrity.
Update a Contact — 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.
Upload Documents — 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.

Searches (6)

Look up existing records

Find a Document — 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.
List Cases — 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.
List Clients — 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.
Retrieve Individual Case — 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.
Retrieve a Contact — Retrieves detailed information for a specific contact (company or person) by ID.