Connect Quo and The Value Builder System™

Both apps 47Quo 26The Value Builder System™ 21

• 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
  Clicked Email by Contact

  Triggers when a contact clicks a link in an email.

• Trigger
  New Activity Feed

  Triggers when a new entry is added to the Value Builder activity feed.

• Trigger
  New Contact

  Triggers when a new contact is added to Value Builder.

• Trigger
  Open/Click Contact Email

  Triggers when a contact opens or clicks an email.

• Trigger
  Opened Email by Contact

  Triggers when a contact opens an email.

• Trigger
  Sent Email to Contact

  Triggers when an email is sent to a contact.

• Trigger
  Unsubscribe Contact From Nurture Cycle

  Triggers when a contact unsubscribes from the Nurture Cycle.

• Action
  Activate Contact Nurture Cycle

  Activates the Nurture Cycle for a contact.

• Action
  Create Contact From Email

  Creates a new contact from an email address, name, company and country.

• Action
  Create Tag

  Creates a tag.

• Action
  Deactivate Contact Nurture Cycle

  Deactivates the Nurture Cycle for a contact.

• Action
  Find Contact From Email

  Searches contacts by email address or name and returns the first match plus all matches.

• Action
  Find Tags

  Searches tags by name, or returns all tags.

• Action
  Get Activity

  Returns one activity feed entry by its ID.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  List Advisors

  Returns the advisors contacts can be assigned to.

• Action
  List Contact Tags

  Returns the tags on a contact.

• Action
  Remove Tags from Contact

  Removes one or more tags from a contact.

• Action
  Replace Contact Tags

  Replaces all of a contact's tags with the list you supply.

• Action
  Tag Contact

  Adds one or more tags to a contact.

• Action
  Update Contact From Email

  Updates the fields you supply on an existing contact; fields left blank are unchanged.

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