
When this happens...

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when an incoming/outgoing call is completed.
Triggers when a call recording has finished.
Triggered when a call summary is completed for the selected phone number(s).
Triggered when a call transcript is finished and available for the selected phone number(s).
Triggered when a message sent from a selected phone number is successfully delivered to the recipient.
Action is the task that follows automatically within your Just Invoice integrations.
Create a new invoice with customer details, items, date, currency, and a note.
Show details for a selected invoice
Finalize an invoice to lock its details and mark it as complete.
Mask an existing final invoice as paid.
Cancel an invoice
Remove an invoice from your account.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Just Invoice and Quo accounts to viaSocket. Once connected, you can set up a workflow where an event in Just Invoice triggers actions in Quo (or vice versa).
Absolutely. You can customize how Just Invoice 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 Just Invoice 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 Just Invoice 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.
Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.
Learn MoreQUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
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