Connect Moxie and Quo to Build Intelligent Automations

Choose a Trigger

Moxie

When this happens...

Choose an Action

Quo

Automatically do this!

Ready to use Moxie and Quo automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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).

Receive Incoming Message

Receive Incoming Message

Runs when you receive a message on your Quo phone.

Outgoing Message Delivered

Outgoing Message Delivered

Triggered when a message sent from a selected phone number is successfully delivered to the recipient.

Request a new Trigger for Moxie

Do thisActions

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

Create Task

Create Task

Creates a new task in Moxie.

Create Expense

Create Expense

Create an expense in your Moxie accounting records

Create Client

Create Client

Creates a new client record in Hectic

Create Form Submission

Create Form Submission

Create an automated form submission with lead information and custom answers.

Create Opportunity

Create Opportunity

Create a new opportunity in your sales pipeline

Create or Update Calendar Event

Create or Update Calendar Event

Create or update a calendar event in the Moxie Homebase calendar

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Moxie and Quo?

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

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

Absolutely. You can customize how Moxie 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 Moxie and Quo?

The data sync between Moxie 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 Moxie 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 Moxie and Quo?

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

Moxie

About Moxie

Moxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.

Learn More
Quo

About Quo

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

Learn More