This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

Creates or Updates a Company depending on the match criteria.

Updates a Person depending on the match criteria.

Creates a new Person.

Creates or Updates a Lead depending on the match criteria.

Updates an Opportunity based off of Opportunity ID.

Creates or Updates an Opportunity based off of a match criteria.

Creates a new Project.

Creates or Updates a Project depending on the match criteria.

Searches for an existing activity in Copper.

Searches for an existing person in Copper.

Searches for an existing lead in Copper.

Searches an existing activity in Copper.

Searches an existing person in Copper.

Searches an existing lead in Copper.

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.

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Updates a Company depending on the match criteria.

Creates a new Company.

Creates or Updates a Person depending on the match criteria.

Updates a Lead depending on the match criteria.

Creates a new Lead.

Updates an Opportunity based off of a match criteria.

Creates a new Opportunity.

Updates a Project depending on the match criteria.

Creates a new Task.

Searches for an existing company in Copper.

Searches for an existing opportunity in Copper.

Searches for an existing project in Copper.

Searches an existing company in Copper.

Searches an existing opportunity in Copper.

Searches an existing project in Copper.

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.