Assign a Task Template List.

Creates a company contact.

Creates a new folder in a matter.

Creates a new matter note.

Creates a new task.

Updates an existing person contact.

Updates a task.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find a company contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find a matter by number, display number, description, or client name.

Find a user by name.

Find or Create a Matter

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.

Updates an existing company contact.

Creates a new expense entry.

Creates a new matter.

Creates a person contact.

Creates a new time entry.

Update an existing matter.

Upload document to matter.

Finds a Bill by Client ID, Matter ID or Invoice number.

Find newest matter by client email.

Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find or Create Company Contact

Find or Create Person Contact

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.