Quo + Workiz

Quo + Workiz integrations

Update Quo contacts when Workiz leads status change occurs

Ensure that your sales activities stay well-coordinated across your team with this beneficial workflow. The moment a lead's status changes in Workiz, this process will either create or update contact details in Quo. This automatic sharing of information will not only keep everyone in the loop but will also improve response times, thus helping you maintain excellent customer relations.

When this happens...
Lead Status ChangeTriggers when a lead status is changed
TriggerPolling
automatically do this!
Create or Update ContactCreates a contact or updates an existing contact.
ActionWrite

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More things you can do with Workiz and Quo

Discover other triggers and actions you can use with Workiz and Quo

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
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Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write
- Select Phone Numbers
Trigger
Instant
Try It

- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Phone Numbers
  Required
Trigger
Instant
Try It

- Select Phone Numbers
  Required
Trigger
Instant
Try It
- From
  Required
- To
  Required
- Message
  Required
- Mark conversation as done
Action
Write
- Call Id
  Required
Action
Search
- id
  Required
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

Job Status Change
Triggers when a job status is changed
Trigger
Polling
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New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- User Id
Trigger
Polling
Try It
- Phone Numbers
  Required
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write
- Call Id
  Required
Action
Search
- Call Id
  Required
Action
Search
- Select Phone Number
  Required
- User Id
- Participants
  Required
- Created After
- Created Before
- Max Results
  Required
- Page Token
Action
Search
- Select Phone Number
  Required
- User Id
- Participants
- Created After
- Created Before
- Max Results
  Required
- Page Token
Action
Search

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.

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Related categories

Phone & SMS

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Related Zap Templates

Create or update Quo contacts for new Workiz leads

Create or update Quo contacts for new Workiz jobs