Connect Crystal Ball and Quo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Crystal Ball
Choose an Action
Automatically do this!
Get Call Recordings
Get Call Details
Call Summary
Get Call Transcript
Get Call Voicemail
Send SMS
Get Message by ID
Add or update contact
Get phone numbers
Get call history
List Conversations
List Messages
Ready to use Crystal Ball and Quo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Incoming/Outgoing Call Completed
Triggers when an incoming/outgoing call is completed.
Call Recording Completed
Triggers when a call recording has finished.
Call Summary Completed
Triggered when a call summary is completed for the selected phone number(s).
Call Transcript Completed
Triggered when a call transcript is finished and available for the selected phone number(s).
Receive Incoming Message
Runs when you receive a message on your Quo phone.
Outgoing Message Delivered
Triggered when a message sent from a selected phone number is successfully delivered to the recipient.
Do thisActions
Action is the task that follows automatically within your Crystal Ball integrations.
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
Get Call Recordings
Retrieve audio recordings for a specific call using its Call ID.
Get Call Details
Fetches detailed information for a specific call using its Call ID.
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Frequently Asked Questions
To start, connect both your Crystal Ball and Quo accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in Quo (or vice versa).
Absolutely. You can customize how Crystal Ball data is recorded in Quo. This includes choosing which data fields go into which fields of Quo, setting up custom formats, and filtering out unwanted information.
The data sync between Crystal Ball and Quo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Crystal Ball and Quo. 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.
About Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
Learn MoreAbout Quo
QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn More
