Connect Aura and quotecloud to Build Intelligent Automations

Choose a Trigger

Aura

When this happens...

Choose an Action

quotecloud

Automatically do this!

Enable Integrations or automations with these events of Aura and quotecloud

Enable Integrations or automations with these events of Aura and quotecloud

Actions

List Payments

List Payments

Enter action Description Here

Create Lead

Create Lead

Create a new lead with email

Record Payment

Record Payment

Record a payment for a lead

Get Campaign Analytics

Get Campaign Analytics

Retrieve lead and call performance aggregated by UTM source, medium, and campaign including show rate, close rate, and revenue.

Update Call

Update Call

Update the status or notes of an existing call in Aura

Verify Payment

Verify Payment

Manually verify a payment by linking it to a specific call.

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Frequently Asked Questions

How do I start an integration between Aura and quotecloud?

To start, connect both your Aura and quotecloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Aura triggers actions in quotecloud (or vice versa).

Can we customize how data from Aura is recorded in quotecloud?

Absolutely. You can customize how Aura data is recorded in quotecloud. This includes choosing which data fields go into which fields of quotecloud, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Aura and quotecloud?

The data sync between Aura and quotecloud typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Aura to quotecloud?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Aura and quotecloud?

Yes, you can set conditional logic to control the flow of data between Aura and quotecloud. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Aura

About Aura

An AI-powered assistant that automates routine tasks and provides insights.

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quotecloud

About quotecloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

Learn More