Markate + Quo

Send a message in Quo for every new lead in Markate

Streamline your lead management process with this efficient workflow. When a new lead comes in via Markate, a message is instantly sent through the Quo app, ensuring you never miss a potential client. This automation helps to enhance your communications and responsiveness, ultimately helping to drive your business growth.

When this happens...
New Lead
Triggers when a lead is added, also filter by status, source type, customer source, lead label, lead stage.
TriggerPolling
automatically do this!
Send a Message
Sends a new message via Quo.
ActionWrite

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Supported triggers and actions

New Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
Trigger
Polling
Try It
New Customer Group
Triggers when a new customer group is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
- Status
- Type
- Customer Source
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It

- Customer TypeRequired
- First NameRequired
- Last Name
- Company
- Email
- Mobile
- Other Phone
- Billing Address
- Suite/Unit
- City
- Zip/Postal Code
- State
- Notes
- Customer Source
- Customer Group
Action
Write
- Customer TypeRequired
- NameRequired
- Phone
- Other Phone
- Email
- Company
- Address
- Suite/Unit
- City
- Zip
- State
- Source
- Customer Source
- Lead Label
- Notes
Action
Write

- Select Phone Numbers
Trigger
Instant
Try It
- Select Phone NumbersRequired
Trigger
Instant
Try It
- Phone NumbersRequired
Trigger
Instant
Try It
- Select Phone NumbersRequired
Trigger
Instant
Try It
- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
Action
Write
- Call IdRequired
Action
Search
- idRequired
Action
Search
- Select Phone Numbers
- User Id
- Created After
- Created Before
- Exclude Inactive
- Updated After
- Updated Before
- Max Results
- Page Token
Action
Search
- User Id
Action
Search

New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
New Lead Label
Triggers when a new lead label is added.
Trigger
Polling
Try It
Work Order Scheduled
Triggers when a work order is scheduled.
Trigger
Polling
Try It
- NameRequired
Action
Write
- Select Phone NumbersRequired
Trigger
Instant
Try It
- Select Phone NumbersRequired
Trigger
Instant
Try It
- User Id
Trigger
Polling
Try It
- Phone NumbersRequired
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write
- Call IdRequired
Action
Search
- Call IdRequired
Action
Search
- Select Phone NumberRequired
- User Id
- ParticipantsRequired
- Created After
- Created Before
- Max ResultsRequired
- Page Token
Action
Search
- Select Phone NumberRequired
- User Id
- Participants
- Created After
- Created Before
- Max ResultsRequired
- Page Token
Action
Search

About Markate

Markate is a business management tool for home service providers, featuring CRM, job management, sales automation, and marketing capabilities.

Related categories

CRM (Customer Relationship Management)

About Quo

Quo is a next-generation phone system to engage customers, collaborate with your team, and scale your reach with AI — without losing the personal touch.

Learn more

Related categories

Phone & SMS

Related Zap Templates

Create new Markate customers from completed Quo transcripts

Related Zap Templates

Create new Markate customers from completed Quo transcripts

Markate + Quo

Send a message in Quo for every new lead in Markate

Supported triggers and actions

New Call From Kate-Ai Receptionist

New Customer Group

New Estimate

New Lead

Work Order Completed

Create Customer

Create Lead

Call Summary Completed

Incoming Call Completed

Outgoing Message Delivered

Outgoing Call Completed

Send a Message

Get a Summary for a Call

Get a Message by ID

List Conversations

List Phone Numbers

New Customer

New Customer Source

New Invoice

New Lead Label

Work Order Scheduled

Create Customer Source

Call Recording Completed

Call Transcript Completed

List Phone Numbers

Incoming Message Received

Create or Update Contact

Get Recordings for a Call

Get a Transcription for a Call

List Calls

List Messages

About Markate

Related categories

About Quo

Related categories

Related Zap Templates

Related Zap Templates