Connect Quo and Simpro 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 Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
Ready to use Quo and Simpro automations
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 Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Quo triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Quo data is recorded in Simpro. This includes choosing which data fields go into which fields of Simpro, setting up custom formats, and filtering out unwanted information.
The data sync between Quo and Simpro 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 Simpro. 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 Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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