Connect Quo and Docusign to Build Intelligent Automations
Choose a Trigger
When this happens...
Incoming/Outgoing Call Completed
Call Recording Completed
Call Summary Completed
Call Transcript Completed
Receive Incoming Message
Outgoing Message Delivered
Choose an Action
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Create a Bulk Send List
Create Template
Update Template
Create Signing Group
Add User to Signing Group
Update Signing Group
Delete Signing Group
Create Bulk Send Request
Delete Bulk Send List
List/Search Bulk Send List
List/Search temaplate
Ready to use Quo and Docusign automations
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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 Quo integrations.
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.
Call Summary
Retrieve a brief summary and status of a call using its Call ID.
Get Call Transcript
Retrieve the transcript (text and timestamps) for a specified call using its Call ID.
Get Call Voicemail
Retrieve the voicemail recording and details for a specific call using its Call ID.
Send SMS
Send a text message from a Quo phone number to one or more recipients. Optionally mark the conversation as Done.
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Frequently Asked Questions
To start, connect both your Quo and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Quo triggers actions in Docusign (or vice versa).
Absolutely. You can customize how Quo data is recorded in Docusign. This includes choosing which data fields go into which fields of Docusign, setting up custom formats, and filtering out unwanted information.
The data sync between Quo and Docusign 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 Docusign. 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 Quo
QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn MoreAbout Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
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