Triggers when Client information is updated in Clientjoy

Auto converts a Clientjoy Lead to a Client in Clientjoy.

Creates a new Invoice. You can choose to auto send the Invoice on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new client.

Creates a new Proposal from the templates. You can choose to auto send the Proposal on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new Lead.

Update the Lead in Clientjoy

Find a Lead in Clientjoy

Find a Client in Clientjoy.

Triggers when a call recording has finished.

Triggers when a call transcript is completed.

Retrieve the list of phone numbers and users associated with your Quo workspace.

Triggers when you receive a message.

Creates a contact or updates an existing contact.

Retrieve a list of recordings associated with a specific call. The results are sorted chronologically, with the oldest recording segment appearing first in the list.

Retrieve a detailed transcript of a specific call identified by its unique call ID. Call transcripts are only available on Quo Business plan and higher.

Fetch a paginated list of calls associated with a specific Quo number and another number.

Retrieve a chronological list of messages exchanged between your Quo number and specified participants, with support for filtering and pagination.

Triggers when a Lead's information is updated

Convert your Proposal's to Invoice directly

Create a new Lead in your Clientjoy's Sales Pipeline.

Update the information of Client

Find a Client in Clientjoy.

This will action will fetch you the team member by their email id or full name

Find a Lead in Clientjoy

Triggers when a call summary is completed.

Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

Triggers when an outbound message was delivered to the recipients.

Triggers when an outgoing call has ended.

Sends a new message via Quo.

Retrieve an AI-generated summary of a specific call identified by its unique call ID. Call summaries are only available on Quo Business plan or higher.

Get a message by its unique identifier.

Fetch a paginated list of conversations of Quo conversations. Can be filtered by user and/or phone numbers. Defaults to all conversations in the Quo organization. Results are returned in descending order based on the most recent conversation.

Retrieve the list of phone numbers and users associated with your Quo workspace.