Connect CasePeer directly to Quilia—no Zapier workflow or API key is required. Quilia checks CasePeer on a schedule for new cases and supported changes, then sends client activity and documents back to the linked case.
What you need
- Quilia admin access
- A CasePeer administrator or user allowed to authorize integrations
Connect CasePeer
- In Quilia, open Settings → Integrations.
- Find CasePeer under Case management and select Connect.
- Sign in to CasePeer and approve the connection.
- Return to Quilia and confirm CasePeer shows Connected.
Configure the integration
Select Manage next to CasePeer and review:
- Case Types: Map CasePeer case types to Quilia case types.
- Client Access: Choose whether clients are invited on import, after Quilia detects active work, or at selected phases.
- Staff: Review how CasePeer assignments map to Quilia team members.
- Subscriptions and settings: Choose the supported CasePeer changes Quilia should monitor and what client activity should return to CasePeer.
What syncs
CasePeer to Quilia
- New cases through scheduled checks
- Client and case information
- Supported phase and status changes
- Staff assignments when available
Quilia to CasePeer
- Client activity and CaseChat logs as case notes
- Images in the CasePeer Photos area
- Other client files in the case's Documents area
CasePeer uses scheduled checks rather than real-time new-case webhooks. Most changes appear after the next sync cycle rather than immediately.
Import an existing case
- Select Import Existing Case at the top of Quilia.
- Enter the CasePeer case identifier requested by the search form.
- Review the client, case type, and assigned staff.
- Choose whether to send an invitation now, then complete the import.
Troubleshooting
- A new case is missing: Wait for the next scheduled check, confirm its case type is mapped, or use Import Existing Case.
- The connection expired: Open CasePeer under Settings → Integrations and follow the reconnect prompt.
- Client activity or files are missing: Confirm CasePeer still shows Connected and allow one background sync cycle.
- The client was not invited: Review Manage → Client Access. Importing a case does not always invite its client.
Frequently asked questions
Do we still need Zapier?
No. The direct CasePeer connection handles new-case detection. Disable the old Zap after testing the direct integration.
Do I need an API key?
No. Select Connect and authorize Quilia through CasePeer.
Can we import existing cases?
Yes. Use Import Existing Case in Quilia for any case that predates the connection or is needed before the next scheduled check.
Does every imported case invite its client?
No. Invitation timing follows the option selected under Client Access or the explicit choice made during a manual import.