You can add an "Invite to Quilia" button on every case page in Salesforce or Litify. When a staff member clicks it, Quilia imports the case (if it isn't already) and texts the client an invite to download the Quilia app — even if your auto-invite setting is off.
How it works
Quilia generates a custom URL that's unique to your firm. You add it to your case object's page layout as a Detail Page Button. Salesforce or Litify substitutes the live record ID into the URL at click time, so the button always points at the case the staff member is viewing.
When clicked, Quilia will:
- Import the case from your CMS if it hasn't already been imported
- Send the client an invite SMS to download the Quilia app
- Show a live progress page so the staff member sees confirmation
This works on top of your existing auto-invite setting — clicking the button always sends the invite, even if auto-invite is turned off for the firm.
Before you start
- Your Salesforce or Litify integration must already be connected to Quilia.
- You'll need permission to edit Object Manager and page layouts in Salesforce Setup.
- Have your custom button URL ready. Find it on your integration settings page in the Quilia portal under "Custom button URL".
Add the button in Salesforce
- In Salesforce Setup, open the Object Manager and select your case object.
- Go to Buttons, Links, and Actions → New Button or Link.
- Choose Display Type "Detail Page Button", Behavior "Display in new window" (or current), Content Source "URL".
- Paste your custom button URL. Salesforce will substitute the {!Object.Id} merge field with the live record ID at click time.
- Add the new button to the page layout. Staff will see "Invite to Quilia" on every record.
Pick the right object
The case object is whichever SObject you use for matters — most commonly your custom Case__c, Matter__c, or another object configured in your Quilia integration. If you're unsure, check the case object name on your integration settings page in Quilia.
Add the button in Litify
Litify runs on Salesforce, so the steps are nearly identical — the only difference is the object you target.
- In Salesforce Setup, open Object Manager → Litify Matter (or your configured matter object, e.g. nu_law__Matter__c or litify_pm__Matter__c).
- Go to Buttons, Links, and Actions → New Button or Link.
- Choose Display Type "Detail Page Button" with Content Source "URL".
- Paste your custom button URL. The {!Object.Id} merge field is substituted at click time.
- Add the button to the matter page layout. Staff will see "Invite to Quilia" on every matter.
About the merge field
Your custom button URL ends with a token like {!nu_law__Matter__c.Id} or {!Object.Id}. Leave that token as a literal string — do not replace it. Salesforce substitutes it automatically with the record ID of whichever case the staff member is viewing when they click the button.
The token is firm-specific
The exact merge token in your URL depends on the case object you configured in Quilia. Copy the URL from your integration settings page rather than typing it by hand.
What staff and clients see
After a staff member clicks the button, they're taken to a Quilia confirmation page that shows live progress: case imported, client matched, invite sent. The client receives an SMS with a one-tap link to download the Quilia app and join their case.
If the case was already imported and the client was already invited, clicking the button re-sends a fresh invite. This is useful when a client says they lost the original text or never received it.
Troubleshooting
Button is missing on the page
- Make sure you added the new button to the page layout (Edit Page Layout → drag the button onto the layout). Creating the button alone does not put it on the page.
- Confirm the layout you edited is the one assigned to the staff member's profile and record type.
Click leads to an error page
- Verify your Quilia integration is still connected. An expired OAuth token will block imports.
- Confirm the URL still includes the merge field token (it should look like {!Object.Id} as a literal string in the button definition, not a real ID).
- If you recently changed the case object configured in Quilia, re-copy the URL from your integration settings — the merge token may have changed.
Client did not receive the SMS
- Check that the case has a valid mobile phone number on the primary client contact.
- Confirm the client hasn't opted out of SMS from your firm previously.
- Click the button a second time — it will re-send the invite without re-importing the case.