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Documentation Index

Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Objects are structured containers that hold different types of data in Quivly. When you connect integrations (Salesforce, HubSpot, Stripe, etc.), data is mapped to objects to create a unified customer view.

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Object Types

TypeDescription
Core ObjectsPre-built objects (Customers, Contacts, Opportunities, etc.) that cannot be deleted
Custom ObjectsObjects you create to track business-specific data

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Core Objects

Quivly includes these core objects:
  • Customers - Your customer accounts/companies
  • Contacts - People within customer organizations
  • Opportunities - Deals, renewals, expansions from your CRM
  • Subscriptions - Recurring revenue from billing systems
  • Invoices - Billing transactions and payments
  • Support Tickets - Customer support requests
  • Call Recordings - Meeting transcripts from call recording tools
  • Market Signals - External company intelligence (funding, hiring, etc.)
  • Product Usage - Customer activity metrics from your data warehouse

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Object Relationships

All objects relate to Customers: 
Customer
├── Contacts
├── Opportunities
├── Subscriptions
├── Invoices
├── Support Tickets
├── Call Recordings
└── Product Usage

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Managing Objects

Navigate to Settings → Objects to:
  • View all core and custom objects
  • See field definitions for each object
  • Add custom fields to any object
  • Configure integration field mappings