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

Automatically do this!
Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
Get Customer
Create Discount Position
Create Position
Delete Position
Get Position
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Get Document
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
Get Customer (1)
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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.
Triggered when a new Document is created in Easybill.
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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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 Quo and Easybill accounts to viaSocket. Once connected, you can set up a workflow where an event in Quo triggers actions in Easybill (or vice versa).
Absolutely. You can customize how Quo data is recorded in Easybill. This includes choosing which data fields go into which fields of Easybill, setting up custom formats, and filtering out unwanted information.
The data sync between Quo and Easybill 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 Easybill. 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 MoreEasybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
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