Quo and Salesflare

Phone & SMS quo.com ↗

How to connect Quo

Via Zapier — 35 operations available. Set it up ↗
Via Make — 18 modules available. Set it up ↗

What you can automate

When new Contact in Quo, find or create contact in Salesflare.
When task Completed in Quo, create task in Salesflare.
When task Created in Quo, create task in Salesflare.
When updated Contact in Quo, find or create contact in Salesflare.
When new Task in Salesflare, create Task in Quo.

About Quo

Quo is a next-generation phone system to engage customers, collaborate with your team, and scale your reach with AI — without losing the personal touch.

Quo operations on Zapier

Triggers (14)

Start a workflow when this happens

Call Recording Completed — Triggers when a call recording has finished.
Call Summary Completed — Triggers when a call summary is completed.
Call Transcript Completed — Triggers when a call transcript is completed.
Deleted Contact — Triggers when a contact is deleted in Quo. Includes the contact as it was before deletion.
Incoming Call Completed — Triggers when an incoming call is completed, including missed calls. If the call is not picked up, the answeredAt field will be null. If the caller leaves a voicemail, the recording and transcript are included; in rare cases the transcript is still processing when the Zap runs, and Voicemail Status will be "in-progress".

Show 9 more triggers

Incoming Message Received — Triggers when you receive a message.
List Phone Numbers — Retrieve the list of phone numbers and users associated with your Quo workspace.
New Contact — Triggers when a contact is created in Quo.
Outgoing Call Completed — Triggers when an outgoing call has ended.
Outgoing Message Delivered — Triggers when an outbound message was delivered to the recipients.
Task Assigned — Triggers when a task is assigned to a user, including when a task is created with an assignee.
Task Completed — Triggers when a task is marked as completed.
Task Created — Triggers when a task is created.
Updated Contact — Triggers when an existing contact is changed in Quo.

Actions (12)

Things Salesflare can make it do

Assign a User to a Task — Assigns a task to a user.
Change a Task's Due Date — Sets a new due date on a task.
Complete a Task — Marks a task as completed.
Create Task — Creates a task on a Quo conversation.
Create or Update Contact — Creates a contact or updates an existing contact.

Show 7 more actions

Link a Task to a Conversation — Links a task to a conversation.
Remove a Task's Due Date — Clears the due date of a task.
Reopen a Task — Reopens a completed task.
Send a Message — Sends a new message via Quo.
Unassign a User From a Task — Removes a user from a task.
Unlink a Task From a Conversation — Removes the link between a task and a conversation.
Update Task — Changes a task's title and/or description.

Searches (9)

Look up existing records

Get Recordings for a Call — Retrieve a list of recordings associated with a specific call. The results are sorted chronologically, with the oldest recording segment appearing first in the list.
Get a Message by ID — Get a message by its unique identifier.
Get a Summary for a Call — Retrieve an AI-generated summary of a specific call identified by its unique call ID. Call summaries are only available on Quo Business plan or higher.
Get a Transcription for a Call — Retrieve a detailed transcript of a specific call identified by its unique call ID. Call transcripts are only available on Quo Business plan and higher.
List Calls — Fetch a paginated list of calls associated with a specific Quo number and another number.

Show 4 more searches

List Conversations — Fetch a paginated list of conversations of Quo conversations. Can be filtered by user and/or phone numbers. Defaults to all conversations in the Quo organization. Results are returned most recently active first.
List Messages — Retrieve a chronological list of messages exchanged between your Quo number and specified participants, with support for filtering and pagination.
List Phone Numbers — Retrieve the list of phone numbers and users associated with your Quo workspace.
List Tasks — Fetch a page of tasks in your Quo workspace.

Quo operations on Make

Triggers (4)

Start a workflow when this happens

Watch New Call Summaries — Triggers when a new call summary is done.
Watch New Call Transcripts — Triggers for newly completed transcripts.
Watch New Calls and Recordings — Triggers for new calls that have been completed or are ringing.
Watch New Messages — Triggers for new delivered or received messages.

Actions (9)

Things Salesflare can make it do

Create a Contact — Creates a new contact.
Delete a Contact — Deletes a contact.
Get a Call Summary — Retrieves the summary of a call.
Get a Call Transcript — Retrieves the transcript of a call.
Get a Contact — Retrieves information about a contact.

Show 4 more actions

Get a Text Message — Retrieves information about a text message.
Make an API Call — Performs an arbitrary authorized API Call.
Send a Text Message (SMS) — Sends a text message.
Update a Contact — Updates an existing contact.

Searches (5)

Look up existing records

List Call Recordings — Returns a list of call recordings for by the call's ID.
List Custom Fields — Returns a list of custom fields.
List Phone Numbers — Returns a list of phone numbers available to the user.
Search Calls — Returns a list of calls that match the criteria.
Search Text Messages — Returns a list of text messages that match the criteria.