Quilia and Salesflare

How to connect Quilia

When appointment Created 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.

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

Start a workflow when this happens

Appointment Created — Triggers when an appointment is added to a case.
Appointment Updated — Triggers when an appointment changes, such as a new time or a client confirming they attended.
Case Phase or Status Changed — Triggers when a case moves to a new phase or status (open, closed and so on).
New Client Activity — Triggers when there's new activity on a client's case, such as a document the client uploaded.
New Document — Triggers when a document is added to a case, by the client or the firm.

Things Salesflare can make it do

Add Contact — Adds a company or person to your firm's contacts, such as a medical provider, adjustor or witness, and can link it to a case or client.
Add New Case — Creates a case in Quilia with its client. Re-running it with the same Firm File Number updates that case instead of adding another.
Add New Client — Adds a client to your firm without opening a case. To add a client with their case, use Add New Case.
Delete Contact — Permanently deletes a contact from your firm. This can't be undone.
Delete Documents — Permanently deletes one or more documents from Quilia. This can't be undone.

Show 6 more actions

Invite to Case — Adds people to a case. A client is texted an invite to the Quilia app once; staff join the case team without a text.
Update Case — Opens or closes a case, or changes the date it was opened.
Update Case Phase — Moves a case to a new phase, such as Treatment or Demand.
Update Client — Changes a client's contact details or address. Only the fields you fill in are changed.
Update Contact — Changes a contact's details. Only the fields you fill in are changed.
Upload Documents — Adds one or more files to a client’s case in Quilia.

Look up existing records

Find Case — Finds a case by client name, client ID, status or case type. Returns the newest match.
Find Case by ID — Gets a case's full details, including its client and team, from its ID.
Find Client — Finds a client by name, email or phone number.
Find Client by ID — Gets a client's full details from their ID, such as one from a trigger.
Find Contact — Looks up a contact by its ID and returns its details.

Show 1 more searches

Find Document — Looks up a document by its ID and returns a download link that works for 30 minutes.

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