Salesforce
3 articles
Support articles for Salesforce integration with Quilia. Enterprise-level integration guides for Salesforce-based practices.
Add an "Invite to Quilia" button in Salesforce or Litify
Add a one-click "Invite to Quilia" button to your case or matter page layout in Salesforce or Litify. Staff click it, Quilia imports the case if needed and texts the client an invite — even with auto-invite off.
Using the Quilia CaseConnect Extension
The Quilia CaseConnect browser extension brings Quilia functionality directly into your browser while you work in MyCase, Clio, Filevine, and other supported case management systems.
Salesforce or Litify Legal Integration Setup Guide
This guide details connecting Salesforce or Litify to Quilia via OAuth. You'll create a Salesforce External Client App, obtain the Consumer Key and Secret, and enter these credentials into Quilia for seamless integration.
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