OrbisX + Quo

Efficiently handle new estimates in OrbisX by sending messages in Quo

A new estimate in OrbisX needs immediate communication, and with this streamlined workflow, you won't miss a beat. Once set up, each new estimate in OrbisX prompts a message to be sent in the Quo app, ensuring your team stays connected and informed. This immediate, seamless information transfer helps build efficiency and responsiveness in your business communications.

When this happens...
New Estimate
Triggers when a new estimate is created.
TriggerPolling
automatically do this!
Send a Message
Sends a new message via Quo.
ActionWrite

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Supported triggers and actions

Completed Event Hook
Triggers when an event is completed
Trigger
Instant
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Get POS Items
Triggers when a list of available POS items is required.
Trigger
Polling
Try It
- Invoice IDRequired
Trigger
Polling
Try It
New Clients
Triggers when a new clients are created.
Trigger
Polling
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- Form ID
Trigger
Polling
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New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
Try It
New Events Hook
Triggers when a new event is created.
Trigger
Instant
Try It

New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
Try It
New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
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New Leads
Triggers when a new leads are created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
Try It
New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
Try It
New Tag Removed From Event
Triggers when a tag or label is removed from an event
Trigger
Instant
Try It
Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
Try It
- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- AmountRequired
- CategoryRequired
- Vendor/SupplierRequired
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tag
Action
Write
- Lead ID
- Email
- Phone
- Notes
- Primary User ID
- Tags
- Lead Status
Action
Write
- Client ID
- Phone Number
- Email
- Start Date
- End Date
Action
Search
- Contact / Full NameRequired
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Search or 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

Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
Try It
Lead Converted to Client
Triggers when a lead is converted to a client
Trigger
Instant
Try It
New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
Try It
New Clients Hook
Triggers when a new client is created.
Trigger
Instant
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Events
Triggers when a new events are created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
Try It
New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
Try It
New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
Try It
New Tag Added to Event
Triggers when a tag or label is added to an event
Trigger
Instant
Try It
New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
Try It
New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
Try It
Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
Try It
- Assigned Staff MemberRequired
- Event DateRequired
- Event TimeRequired
- TitleRequired
- Details
- Price
- Duration (minutes)
- Service ID
- Service Name
- Existing Lead
- Existing Client
- New Lead Name
- New Client Name
- New Lead/Client Email
- New Lead/Client Phone
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
- Event Notifications
- Event Tags/Labels
Action
Write
- Journal EntryRequired
- Journal TargetRequired
- Target ID (lead or client ID)Required
- Staff/User ID
Action
Write
- Message TypeRequired
- Message ContentRequired
- Client's Phone or EmailRequired
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Interest
- Source
- Lead ID
Action
Search
- Contact / Full NameRequired
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Source
- Lead ID
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
Action
Search or 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

About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

OrbisX + Quo

Efficiently handle new estimates in OrbisX by sending messages in Quo

Completed Event Hook

Get POS Items

List Invoice Items

New Clients

New Custom Web Form Submission

New Estimate Hook

New Events Hook

New Expense Hook

New Invoice Hook

New Leads

New Payment

New Tag Added to Client

New Tag Added to Lead

New Tag Removed From Event

Updated Invoice Hook

Create Client

Create Expense

Create Lead

Update Lead

Find Client Events

Find or Create Client

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

Deleted Event Hook

Lead Converted to Client

New Booking Request Received

New Clients Hook

New Estimate

New Events

New Expense

New Invoice

New Invoice Hook Event Completed

New Leads Hook

New Payment Hook

New Tag Added to Event

New Tag Removed From Client

New Tag Removed From Lead

Updated Events Hook

Create Event

Create Journal Entry

Save Client Communication

Find Clients

Find Leads

Find or Create a 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

About OrbisX

Related categories

Similar apps

Zapier Interfaces

About Quo

Related categories