Connect Quo and Moxie
Integrate Quo with Moxie to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Moxie when Incoming/Outgoing Call Completed in Quo
Create Expense in Moxie when Incoming/Outgoing Call Completed in Quo
Create Client in Moxie when Incoming/Outgoing Call Completed in Quo
Create Form Submission in Moxie when Incoming/Outgoing Call Completed in Quo
Create Opportunity in Moxie when Incoming/Outgoing Call Completed in Quo
Popular Quo + Moxie flows
Start from a real workflow other teams are already running.
Choose a trigger
Quo
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
Moxie
Automatically do this!
Create Task
Create Expense
Create Client
Create Form Submission
Create Opportunity
Create or Update Calendar Event
Create Project
Create Ticket
Create Comment on Ticket
Create Time Worked Entry
Search Clients
List All Clients
Search Contact
Search Project
Search Payable Invoices
List Email Templates
List Invoice Templates
List All Vendors
List Form Names
List Pipeline Stages
List Project Task Stages
List Workspace Users
Create Task in Moxie when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Expense in Moxie when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Client in Moxie when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Form Submission in Moxie when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Opportunity in Moxie when Incoming/Outgoing Call Completed in Quo
Use this flowCreate or Update Calendar Event in Moxie when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Project in Moxie when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Ticket in Moxie when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Comment on Ticket in Moxie when Incoming/Outgoing Call Completed in Quo
Use this flowCreate Time Worked Entry in Moxie when Incoming/Outgoing Call Completed in Quo
Use this flowSupported Triggers & Actions
Everything you can automate between Quo and Moxie.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Quo
QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Quo and Moxie accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Quo and Moxie as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Moxie. No coding required.
Yes. You can set up a workflow where Quo triggers actions in Moxie, and a separate workflow where Moxie triggers actions in Quo. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Quo and Moxie. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Quo and Moxie integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
