Connect Quo and Repsly

Both apps 45Quo 26Repsly 19

• 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.

• Trigger
  New Audit With Items

  Triggers when a new retail audit is submitted in Repsly, returning the audit with its client, representative and audited items.

• Trigger
  New client note

  Triggers when a representative adds a new note to a client in Repsly.

• Trigger
  New Client With Details

  Triggers when a new client is added in Repsly, returning the client's code, name, address, contact details, territory and assigned representative.

• Trigger
  New Form With Details

  Triggers when a representative submits a new form in Repsly, returning the form with its client, representative and answers.

• Trigger
  New Order

  Triggers when a new order or other sales document is created in Repsly, returning the document with its client, representative, status and line items.

• Trigger
  New photo

  Triggers when a new photo is taken in Repsly, returning the photo URL, note, client and representative.

• Trigger
  New Visit Start

  Triggers when a representative starts a new client visit in Repsly, returning the visit's client, representative, start time and location.

• Trigger
  New Workday Start

  Triggers when a representative starts a new workday in Repsly, returning the workday's start time, mileage and representative.

• Action
  Add account

  Creates or updates a place account in Repsly by its unique code.

• Action
  Add pricelist

  Adds a product with its price to an existing Repsly pricelist (or updates it), via an asynchronous import job.

• Action
  Add schedule

  Creates or updates a visit schedule in Repsly for a client and representative.

• Action
  Add user

  Creates a user in Repsly, or updates the existing user with the same code.

• Action
  Create Client

  Creates a client in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.

• Action
  Create Product

  Creates a product in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.

• Action
  Get client

  Returns a single client (place) from Repsly by its client code, including address, contact, territory, representatives and custom attributes.

• Action
  Get import job status

  Returns the status of a Repsly import job, including counts of inserted, updated and invalid rows plus any warnings and errors.

• Action
  List pricelists

  Returns all pricelists in your Repsly account, with their name, default flag and active status.

• Action
  List products

  Returns the products in your Repsly account, with their codes, names, prices, barcodes, packaging and custom attributes.

• Action
  Update sales document status

  Changes the status of a Repsly sales document, such as a purchase order, to another valid status for its document type.

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