
When this happens...
Incoming/Outgoing Call Completed
Call Recording Completed
Call Summary Completed
Call Transcript Completed
Receive Incoming Message
Outgoing Message Delivered

Automatically do this!
Create Task for a Deal
Create Task for an Organization
Create Task for a Person
Update a Deal
Get a Deal
Create Deal for an Organization
Create Deal for a Person
Create or Update a Person
Get Deals for a Person
Get a Person
Delete a Person
Delete an Organization
List all People
List all Organizations
Create or Update an Organization
List all Users
List Product Categories
List Sectors
List Products
List Metrics
List Loss Reasons
List Lead Origins
Lis Deal Statuses
List Deal Stages
Update Product
Create Product
Delete Product
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).
Runs when you receive a message on your Quo phone.
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 Quo integrations.
Retrieve audio recordings for a specific call using its Call ID.
Fetches detailed information for a specific call using its Call ID.
Retrieve a brief summary and status of a call using its Call ID.
Retrieve the transcript (text and timestamps) for a specified call using its Call ID.
Retrieve the voicemail recording and details for a specific call using its Call ID.
Send a text message from a Quo phone number to one or more recipients. Optionally mark the conversation as Done.

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To start, connect both your Quo and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Quo triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Quo data is recorded in Agendor. This includes choosing which data fields go into which fields of Agendor, setting up custom formats, and filtering out unwanted information.
The data sync between Quo and Agendor 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 Quo and Agendor. 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.
QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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