Connect Tally and Quo to Build Intelligent Automations

Choose a Trigger

Tally

When this happens...

Choose an Action

Quo

Automatically do this!

Ready to use Tally and Quo automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Runs when new form submission is received

Incoming/Outgoing Call Completed

Incoming/Outgoing Call Completed

Triggers when an incoming/outgoing call is completed.

Call Recording Completed

Call Recording Completed

Triggers when a call recording has finished.

Call Summary Completed

Call Summary Completed

Triggered when a call summary is completed for the selected phone number(s).

Call Transcript Completed

Call Transcript Completed

Triggered when a call transcript is finished and available for the selected phone number(s).

Receive Incoming Message

Receive Incoming Message

Runs when you receive a message on your Quo phone.

Do thisActions

Action is the task that follows automatically within your Tally integrations.

Get Form by ID

Get Form by ID

Return form details and blocks for a given form ID.

Update Form Field Options

Update Form Field Options

Update dropdown and checkbox options in an existing Tally form.

Get Call Recordings

Get Call Recordings

Retrieve audio recordings for a specific call using its Call ID.

Get Call Details

Get Call Details

Fetches detailed information for a specific call using its Call ID.

Call Summary

Call Summary

Retrieve a brief summary and status of a call using its Call ID.

Get Call Transcript

Get Call Transcript

Retrieve the transcript (text and timestamps) for a specified call using its Call ID.

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Frequently Asked Questions

How do I start an integration between Tally and Quo?

To start, connect both your Tally and Quo accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Quo (or vice versa).

Can we customize how data from Tally is recorded in Quo?

Absolutely. You can customize how Tally 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.

How often does the data sync between Tally and Quo?

The data sync between Tally and Quo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Tally to Quo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Tally and Quo?

Yes, you can set conditional logic to control the flow of data between Tally 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.

Tally

About Tally

Tally.so is a versatile form-building platform that allows users to create forms quickly and efficiently without any coding knowledge. It offers a user-friendly interface and a variety of customization options to suit different needs, making it ideal for businesses, educators, and individuals looking to gather information seamlessly.

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Quo

About Quo

QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

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