Connect Quo to JobTread

Both apps 46Quo 26JobTread 20

• Trigger
  List Phone Numbers

  Triggers when a new phone number is added to your Quo workspace.

• Action
  Add contact

  Adds a new contact to your Quo workspace, with name, company, role, emails, phone numbers and custom field values.

• Action
  Add task

  Creates a task in Quo linked to a phone number, a conversation, or a conversation activity, optionally with a due date and an assigned user.

• Action
  Create or Update Contact

  Finds a Quo contact by your External ID and updates it, or creates a new contact with that External ID when none exists. Fields left blank on an update keep their current values.

• Action
  Delete contact

  Deletes a contact from your Quo workspace.

• Action
  Delete task

  Deletes a task from your Quo workspace.

• Action
  Get a Message by ID

  Returns a single text message by its ID, including its sender, recipients, content, direction, delivery status and any attached media.

• Action
  Get a Summary for a Call

  Returns the AI-generated summary of a call, including key points discussed, suggested next steps, and any Sona job results. Call summaries are available on Business and Scale plans.

• Action
  Get a Transcription for a Call

  Returns the transcript of a call, including each spoken segment with its speaker and timing. Transcripts are available on Quo Business and Scale plans.

• Action
  Get call

  Returns a single Quo call by its ID, including its direction, status, participants, duration and timestamps.

• Action
  Get contact

  Returns a single Quo contact by its ID, including name, company, role, phone numbers, emails and custom field values.

• Action
  Get phone number

  Returns one of your Quo phone numbers, including its display name, number, forwarding setting, assigned users and calling/messaging restrictions.

• Action
  Get Recordings for a Call

  Returns the recordings for a call, oldest segment first, with each recording's status, duration, file type and download URL.

• Action
  Get task

  Returns a single Quo task by its ID, including its title, description, due date, assignee, linked conversation and completion status.

• Action
  Get user

  Returns a user in your Quo workspace, including their name, email, role and profile picture.

• Action
  Get voicemail for a call

  Returns the voicemail left on a call, including its status, length, transcript and a link to the audio. Fields stay blank while the voicemail is still processing.

• Action
  List Calls

  Returns the calls between one of your Quo numbers and a specific external phone number, optionally limited to a date range.

• Action
  List contacts

  Returns the contacts in your Quo workspace, optionally limited to contacts with specific external IDs or sources.

• Action
  List Conversations

  Returns the conversations in your Quo workspace, newest activity first, optionally narrowed to specific Quo numbers, a user's access, or a created/updated date range.

• Action
  List Messages

  Returns the text messages exchanged between one of your Quo numbers and the given participants, newest first, optionally filtered by sender and date range.

• Action
  List Phone Numbers

  Returns the phone numbers in your Quo workspace along with the users who have access to each, optionally limited to one user's numbers.

• Action
  List tasks

  Returns the tasks in your Quo workspace, including title, description, due date, assignee and completion status.

• Action
  List users

  Returns every user in your Quo workspace, with their email, name, role and picture.

• Action
  Send a Message

  Sends a text message from one of your Quo phone numbers to up to 10 recipients.

• Action
  Update contact

  Updates an existing Quo contact's name, company, role, emails, phone numbers and custom fields. Fields you leave blank keep their current values.

• Action
  Update task

  Updates the title and description of an existing Quo task.

• Action
  Assign Access

  Grants a team member access to a JobTread record such as a job, so they can see and work on it.

• Action
  Create Comment

  Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment.

• Action
  Create Customer

  Creates a new customer account in your JobTread organization.

• Action
  Create Customer Contact

  Creates a contact person on a JobTread customer account.

• Action
  Create Job

  Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields.

• Action
  Create Location

  Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer.

• Action
  Create Task

  Creates a task or to-do on a JobTread job, customer/vendor account, or organization.

• Action
  Create Vendor

  Creates a new vendor account in your JobTread organization.

• Action
  Create Vendor Contact

  Creates a contact person on a vendor account in JobTread.

• Action
  Find a Customer

  Finds customers in your JobTread organization by exact name and returns the matching customer records.

• Action
  Find a Job

  Finds jobs in your JobTread organization by job name or job number and returns the matches.

• Action
  Find a Location

  Finds JobTread locations in your organization by exact name and returns the first match plus all matches.

• Action
  Find a Membership

  Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role.

• Action
  Find a Vendor

  Finds vendors in a JobTread organization by exact name and returns the first match along with all matches.

• Action
  Import Task Template

  Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date.

• Action
  Query API

  Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover.

• Action
  Update Customer

  Updates an existing customer in JobTread, such as its name, tax status or custom field values.

• Action
  Update Location

  Updates an existing location's name, address, contact, tax settings or custom fields in JobTread.

• Action
  Update Vendor

  Updates an existing vendor in JobTread, including its name, tax settings and custom field values.

• Action
  Upload Files

  Uploads a file from a public URL into JobTread and attaches it to a job or other record.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.