Integrations
      Back to home
      1. Quil Help Center
      2. Integrations

      Invenias Integration

      Quil offers an integration with Invenias. By connecting your account, you allow Quil to link meetings and have notes automatically pushed into your existing records. No more copy and paste.

      Invenias Integration

      Quil offers an integration with Invenias. By connecting your account, you allow Quil to link meetings and have notes automatically pushed into your existing records. No more copy and paste.

      Not sure how to link records via Quil? Please read this article on how to manually link records

      Where The Notes Go

      When submitted, notes will appear in the “Activity” section on the Person record

      Quil's Invenias integration allows linking records with People.

      How to Setup


      Quil Redirect

      Quil's redirect is: https://salesq.app/oauth-callback

      Create Invenias Credentials

      This step can only be done by an Invenias account admin and only needs to be preformed one time. If your team has previously setup a Quil <> Invenias integration please refer back to your team admin for the generated Client ID and Client Secrets.

      Login to Invenias and take note of your unique Invenias URL.



      Edit the URL and add “/api” to the end. Hit enter and you will be redirected to a Swagger API
      portal.



      Allow the page to load. When ready, double click on the “api_key” field. You may see a window
      popup briefly. When it closes you see a string of letters and numbers in the field.



      Scroll down or search the page for “ThirdPartyApplications”. Click on ThirdPartyApplications to
      open more options. Click on “/api/v1/thirdpartyapplications” to open the request.

      In the “request” text field paste in the following text.
      {
      "Expiration": "FiveYears",
      "Name": "Quil",
      "ReplyUrl": "https://salesq.app/oauth-callback",
      "FlowType": "Code"
      }




      Scroll down a little and click the “Try it out!” button. Take note of the “Response body”. Copy the
      ClientId and ClientSecret into a text file or somewhere safe. We will need it for the next step.



      Sign Into Quil

      Navigate to https://salesq.app and log in to your Quil account.

      Authorize the Application

      Navigate to your “Team Setting” and click select the integrations tab.



      Scroll down until you see Invenias and
      click connect.




      A popup will appear.

      Enter in your ClientId and ClientSecret from
      the previous steps.

      Domain is the name of your Invenias
      instance. For example if your Invenias URL
      from step 1 is “https://quil.invenias.com”
      your domain will be “quil”.

      Once the details are entered. Press
      “Connect”

      Your page will refresh and redirect you back
      to Quil.

      Success Confirmation
      After a successful connection, you will see a “Disconnect” button instead of the normal
      “Connect”

      For more details on where to setup your integration please this article on managing you integrations

      Activity Types Supported

      Invenias' "Note Action Types" are supported as activity types inside of Quil. For each meeting type you are able to specify the activity type you would like Quil to send your notes as.
      When integrated with Invenias, you can select from a dropdown menu the activity type you wish to be applied to your database notes.

      Database Fields

      Quil does not support database fields for Invenias.

      Database Documents

      Quil's integration with Invenias currently does not support Database Document uploads

      Supported Features

      Database Notes     ✅
      Activity Types    ✅