PocketSuite + Quo
Add PocketSuite client notes from new Quo call recordings
Keeping call details tied to the right client is hard when you do it manually. This Zap creates client notes in PocketSuite from your new Quo call recordings. You’ll never lose important call context, and your client records stay complete without extra data entry.
Keeping call details tied to the right client is hard when you do it manually. This Zap creates client notes in PocketSuite from your new Quo call recordings. You’ll never lose important call context, and your client records stay complete without extra data entry.
- When this happens...Call Recording Completed
Triggers when a call recording has finished.
- automatically do this!Add Client Note
Add a note to an existing client in PocketSuite.
- Free forever for core features
- 14 day trial for premium features & apps
About PocketSuite
PocketSuite is an all-in-one business management app designed to streamline operations for service professionals.
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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.