Connect KanbanFlow and Quo to Build Intelligent Automations

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KanbanFlow

When this happens...

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Quo

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Ready to use KanbanFlow and Quo automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Is Created

New Task Is Created

Runs when New Task Is Created

Task Is Moved

Task Is Moved

Runs when Task Is Moved between columns or swimlanes

Incoming/Outgoing Call Completed

Incoming/Outgoing Call Completed

Triggers when an incoming/outgoing call is completed.

Call Recording Completed

Call Recording Completed

Triggers when a call recording has finished.

Call Summary Completed

Call Summary Completed

Triggered when a call summary is completed for the selected phone number(s).

Call Transcript Completed

Call Transcript Completed

Triggered when a call transcript is finished and available for the selected phone number(s).

Do thisActions

Action is the task that follows automatically within your KanbanFlow integrations.

Create Task

Create Task

Create a task in a column or swimlane

Get Call Recordings

Get Call Recordings

Retrieve audio recordings for a specific call using its Call ID.

Get Call Details

Get Call Details

Fetches detailed information for a specific call using its Call ID.

Call Summary

Call Summary

Retrieve a brief summary and status of a call using its Call ID.

Get Call Transcript

Get Call Transcript

Retrieve the transcript (text and timestamps) for a specified call using its Call ID.

Get Call Voicemail

Get Call Voicemail

Retrieve the voicemail recording and details for a specific call using its Call ID.

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Frequently Asked Questions

How do I start an integration between KanbanFlow and Quo?

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

Can we customize how data from KanbanFlow is recorded in Quo?

Absolutely. You can customize how KanbanFlow 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.

How often does the data sync between KanbanFlow and Quo?

The data sync between KanbanFlow and Quo 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 KanbanFlow to Quo?

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 KanbanFlow and Quo?

Yes, you can set conditional logic to control the flow of data between KanbanFlow 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.

KanbanFlow

About KanbanFlow

KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.

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Quo

About Quo

QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

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