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.

Retrieve a chronological list of messages exchanged between your Quo number and specified participants, with support for filtering and pagination.

Triggers when there's a new project.

Triggers when there's a new booking for a booking provider.

Triggers when a new call is created.

Triggers when there's a new employee.

Triggers when there's a new Form Submission.

Triggers when there's a new job or project note.

Triggers when there's a new note on a lead.

Triggers when there's a new location.

Triggers when there's a new non job.

Triggers when a new purchase order is created.

Triggers when a call is updated.

Triggers when an estimate is updated.

Assign technicians to an existing appointment

Cancels an appointment.

Adds a contact to an existing booking

Creates a new customer

Creates a new customer note

Creates a new estimate

Creates a new Invoice Adjustment

Add attachments to a job

Create Lead (EXISTING Customer/Location)

Creates a new lead attribution call

Creates a lead follow up

Creates a new note in a lead

Adds a contact to an existing location

Creates new payroll adjustments

Create a new purchase order

Creates a new task

Detaches Job from the project.

Puts the appointment on hold.

Reschedules an appointment.

Updates an existing customer

Performs standard actions with the account

Updates an existing Installed Equipment.

Updates the items in an invoice by id

Updates a lead by id

Updates a project by id

Updates an existing technician

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

Search appointments

Search Business Units

Get the categories in your pricebook.

Search for customers that match a query.

Searches an Employee

Search Estimates

Search Invoices

Search job types

Searches a Location

Search projects

Get data on all of the services in the pricebook

Searches a Technician

Search All Location Contacts

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.

Retrieve the list of phone numbers and users associated with your Quo workspace.

Triggers when there's a new appointments.

Triggers when there's a new Business Unit.

Triggers when there's a new customers.

Triggers when there's a new estimate.

Triggers when there's a new invoices.

Triggers when there's a new job.

Triggers when there's a new lead.

Triggers when new equipment is added.

Triggers when there's a new payment.

Triggers when there's a new technician.

Triggers when an equipment is updated.

Apply Tag Types to customer

Attaches Job to the specified project.

Adds a new appointment to an existing job.

Creates a new booking

Adds a contact to an existing customer