Neos + Quilia: Integration Guide

Enter your Neos Company ID in Quilia and connect. New Neos cases show up in Quilia right away. Client activity from Quilia posts back to Neos every 15 minutes. Files land in Neos Documents. If a case is missing a phone number, we email your team and retry after it is fixed

What you need

• Quilia admin access
• Your Neos Company ID (ask your Neos admin)

Step 1: Get your Neos Company ID

Ask your Neos admin for the Company ID for your firm. Keep it handy.

Step 2: Connect Neos in Quilia

1. In Quilia, go to Settings → Features.
2. Under Integrations, pick Neos and click Configure.
3. Paste your Company ID.
4. Click Save. You should see Connected.

You do not need partner API keys. We manage the app credentials on our side.

When does information sync

Neos → Quilia

• New case: instant
• Phase change: within 15 minutes
• Most other field edits: not automatic. Update in Quilia if you want clients to see it.

Quilia → Neos

• Client activity: every 15 minutes to Case Notes
• Files: every 15 minutes to Documents

Why it is reliable: Neos sends us webhooks for new cases and we also run a 15 minute backup check. If a webhook ever misses, the backup catches it.

What information syncs back to Neos

Goes to Case Notes

• CaseChat messages
• Completed forms and requests
• Check ins, completed reminders, status acknowledgments
• Client uploaded a document entries and other in app actions

Goes to Documents

• All client files from Quilia, like PDFs, images, and Word docs

Not pushed as field edits

• Quilia does not overwrite your core Neos fields. We log activity and upload files.

What to expect

• You add a case in Neos. It appears in Quilia right away.
• You change the phase in Neos. Quilia updates within 15 minutes.
• Your client uses Quilia. Their actions show in Neos → Case Notes within 15 minutes.
• Your client uploads a file in Quilia. It lands in Neos → Documents within 15 minutes.

Quick checks if something breaks

• Smoke test: Create a new case in Neos. It should appear in Quilia right away.
• Phase not updating: Give it one 15 minute cycle. If it still does not show, reconnect Neos in Quilia and test again.
• Notes or files missing: Wait one 15 minute cycle, then recheck Notes and Documents in Neos.
• Missing client phone: We email the primary staff on the case with a quick fix link. Add the phone, then the import will retry automatically.
• Still stuck: Disconnect and reconnect Neos in Quilia → Settings → Features → Integrations, then test with a fresh case.

Copy block for your team (optional)

Use this in Slack or email when you roll out the integration.

Short version for everyone

Add new cases in Neos like normal. The case shows up in Quilia right away. Everything the client does in Quilia is logged back to Neos every 15 minutes as notes, and uploaded files land in Documents. If you change fields in Neos later, Quilia will reflect phase changes within 15 minutes. Other field edits won’t backfill Quilia.

For intake

Create the case in Neos. Confirm client name, phone, and case type so the data maps cleanly. The client will receive the Quilia invite. No extra steps.

For case managers

Watch Neos → Case Notes for client activity from Quilia and Documents for uploads. Need the client to see a change? Update it in Quilia or send a CaseChat message.

FAQ