
When this happens...

Automatically do this!
Get Call Recordings
Get Call Details
Call Summary
Get Call Transcript
Get Call Voicemail
Send SMS
Get Message by ID
Add or update contact
Get phone numbers
Get call history
List Conversations
List Messages
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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.
Action is the task that follows automatically within your SmartSuite integrations.
Updates an existing record in SmartSuite.
Find multiple records by field match or SmartSuite search syntax.
list all the teams
List all Comments
Lists all Tables
Lists all Solutions in the Workspace.

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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 SmartSuite and Quo accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSuite triggers actions in Quo (or vice versa).
Absolutely. You can customize how SmartSuite data is recorded in Quo. This includes choosing which data fields go into which fields of Quo, setting up custom formats, and filtering out unwanted information.
The data sync between SmartSuite and Quo 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 SmartSuite and Quo. 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.
SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.
Learn MoreQUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
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