# Qualia integrations that keep orders moving without the status calls. ## Qualia automation at a glance | Does Qualia have an API? | Yes. Qualia launched an API in 2022 that lets companies reach their own data and build reporting and integrations. We confirm what your account includes before scoping. | |---|---| | Connects with | Outlook, Gmail, Salesforce, HubSpot, Excel, Power BI, DocuSign | | Used by | Title companies, Real estate, Mortgage | | What we build | Order intake from email; Status updates to agents; Order and revenue reporting; CRM link for referral sources; Closing checklist alerts | ## Sound familiar? What title and escrow companies on Qualia tell us before a project starts. *Close-up of a person analyzing financial documents using a calculator and pen* Photo: [Bia Limova on Pexels](https://www.pexels.com/photo/financial-analysis-with-calculator-and-documents-33175651/) - Orders arrive by email and get keyed in by a processor. - Agents and lenders call for status we could have sent. - Month-end order and revenue reports are built in Excel. - Vendor orders are placed outside Qualia and tracked separately. - Each branch reports its numbers differently. ## What we build Each one is a working piece you can open and check when it's done. ### Order intake from email Order requests read from the inbox with the property, parties and loan details captured and checked before entry. [n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html) [PDF and document data extraction](https://pushbuild.com/services/pdf-data-extraction.html) ### Status updates to agents Agents and lenders sent a short update when an order reaches a set milestone, so fewer calls come in. [n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html) [API integrations and data sync](https://pushbuild.com/services/api-integrations.html) ### Order and revenue reporting Opened, closed and cancelled orders with revenue by branch and source, built from Qualia data each week. [Dashboards and reporting](https://pushbuild.com/services/dashboards.html) [ETL and data pipelines](https://pushbuild.com/services/etl-data-pipelines.html) ### CRM link for referral sources Agents, lenders and their order history kept in your CRM so business development sees who sends work. [API integrations and data sync](https://pushbuild.com/services/api-integrations.html) [CRM setup and lead pipelines](https://pushbuild.com/services/crm-setup.html) ### Closing checklist alerts Items still missing a few days before closing listed for the closer each morning. [n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html) ### Branch dashboard Order volume, cycle time and open items per branch on one page for managers. [Dashboards and reporting](https://pushbuild.com/services/dashboards.html) **What we connect it to:** [Outlook](https://pushbuild.com/tools/outlook.html), [Gmail](https://pushbuild.com/tools/gmail.html), [Salesforce](https://pushbuild.com/tools/salesforce.html), [HubSpot](https://pushbuild.com/tools/hubspot.html), [Excel](https://pushbuild.com/tools/excel.html), [Power BI](https://pushbuild.com/tools/power-bi.html), [DocuSign](https://pushbuild.com/tools/docusign.html). **Industries that use it:** [Title companies](https://pushbuild.com/for/title-companies.html), [Real estate](https://pushbuild.com/for/real-estate.html), [Mortgage](https://pushbuild.com/for/mortgage.html). ## Example projects Illustrations of the shape of the work, not past clients. Yours gets its own written scope. Example project ### Orders without keying Example: a title processor's email orders are read on arrival, so each one appears ready to check instead of retype. Outlook, PDF extraction, Qualia API Example project ### Milestone updates Example: listing agents get a short email when title is clear and when closing is scheduled. Qualia API, email Example project ### Weekly order report Example: a branch manager receives orders opened and closed by referral source each Monday. Qualia API, Power BI Not sure where to start? [Start with an Automation Audit](https://pushbuild.com/audit.html). ## Questions people ask first **Does Qualia have an API?** Yes. Qualia launched an API in 2022 that lets companies reach their own data and build reporting and integrations. We confirm what your account includes before scoping. **Can you work with our underwriter and vendor integrations?** We work alongside them. Qualia already connects to many vendors through its Marketplace, so we build only what is missing. **Will this change how our closers work?** No. Orders and closings stay in Qualia. We take the inbox work and status calls off their desks. **How do we start?** Tell us which part of the order takes the most manual time. We reply with questions or a written scope. ## Related [**DocuSign**Send envelopes from your CRM, file signed documents automatically and chase unsigned ones, so nobody retypes details or checks inboxes for signatures..](https://pushbuild.com/tools/docusign.html)[**Salesforce**Connect Salesforce to your forms, billing, email, support and reporting tools, and automate lead routing, data entry and follow-up..](https://pushbuild.com/tools/salesforce.html)[**Outlook**Automate Outlook email and calendar, file attachments, follow up on quotes and connect your inbox to your CRM and accounting tools..](https://pushbuild.com/tools/outlook.html)[**Power BI**Power BI reports built on clean, refreshed data from your accounting, CRM and spreadsheets, with sharing that does not need weekly babysitting..](https://pushbuild.com/tools/power-bi.html) ## Tell us what you need built. Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope. [hello@pushbuild.com](mailto:hello@pushbuild.com?subject=Qualia%20project) [(617) 299-8887](tel:+16172998887) **Pushbuild** ยท Automate your business with Pushbuild: [pushbuild.com/contact](https://pushbuild.com/contact) --- As of 2026-11-10. Source: https://pushbuild.com/tools/qualia.html