STEP 1
Connect CallRail and Quo
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
CallRail and Quo Integration
Build communication workflows between CallRail and Quo on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about CallRail and Quo
Detailed info you need to know about CallRail and Quo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect CallRail to Quo
Set up your CallRail and Quo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CallRail and Quo nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between CallRail and Quo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CallRail and Quo work in WEXTL?
WEXTL exposes actions and triggers for CallRail and Quo that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
CallRail triggersQuo actions
CallRail modules
- Create a CallCreates an outbound phone call in the target account.
- Create a CompanyCreates a company record in the target account.
- Create a Form SubmissionRecords a new form submission in the target account.
- Create a Message FlowCreates a new message flow for a company.
- Create an Email SummaryCreates a summary-email subscription for a user.
- Create an IntegrationCreates and activates an integration instance for a company.
- Create a NotificationCreates an event alert for a specified user.
- Create an Outbound CallerCreates an outbound caller ID for a company.
- Create a TagCreates a tag on a company or account.
- Create a Tracker SessionCreates a session tracker for a company.
- Create a Tracker SourceCreates a source tracker for a company.
- Create a UserCreates a user in the target account.
- Delete a Message FlowDeletes a message flow from a company.
- Delete an Email SummaryDeletes a summary-email subscription so the user stops receiving it.
- Delete a NotificationDeletes a notification by its identifier.
- Delete an Outbound CallerDeletes an outbound caller ID from a company.
- Delete a TagDeletes a tag from the target account.
- Delete a UserDeletes a user from the target account.
- Disable a CompanyDisables a company so it no longer tracks activity.
- Disable an IntegrationDisables an integration instance for a company.
- Disable a TrackerDisables a tracker so it no longer captures traffic.
- Get a CallRetrieves a single call from the target account.
- Get a Call RecordingRetrieves the MP3 recording URL for a specified call.
- Get a CompanyRetrieves a single company from the target account.
- Get a ConversationRetrieves a single text conversation.
- Get a Message FlowRetrieves a single message flow.
- Get an AccountRetrieves a single account record.
- Get an Email SummaryRetrieves a single summary-email subscription.
- Get an Outbound CallerRetrieves a single outbound caller ID from a company.
- Get an SMS ThreadRetrieves an SMS thread together with its messages.
- Get a TrackerRetrieves a single tracker from the target account.
- Get a UserRetrieves a single user from the target account.
- List AccountsRetrieves a list of accounts.
- List Call Page ViewsRetrieves a paginated list of page views for a given call.
- List CallsRetrieves a paginated list of calls in the target account.
- List CompaniesRetrieves a paginated list of companies in the target account.
- List ConversationsRetrieves every text conversation.
- List Form SubmissionsRetrieves a paginated list of form submissions in the target account.
- List IntegrationsRetrieves a paginated list of integrations for a company.
- List LeadsRetrieves a paginated list of leads in the target account.
- List Message FlowsRetrieves a paginated list of message flows for a company.
- List NotificationsRetrieves a paginated list of notifications in the target account.
- List Outbound Caller IDsRetrieves a paginated list of outbound caller IDs for a company.
- List SMS ThreadsRetrieves a paginated list of SMS threads in the target account.
- List Summary EmailsRetrieves summary-email subscriptions visible to the current user.
- List TagsRetrieves a paginated list of tags in the target account.
- List TrackersRetrieves a paginated list of trackers in the target account.
- List UsersRetrieves a paginated list of users in the target account.
- Make an API CallPerforms an arbitrary authorized API call.
- Send a Text MessageSends an SMS to a destination number.
Quo modules
- Assign a User to a TaskPOST /v1/tasks/{taskId}/assign.
- Change a Task's Due DatePOST /v1/tasks/{taskId}/change-due-date.
- Complete a TaskPOST /v1/tasks/{taskId}/complete.
- Create a ContactPOST /v1/contacts.
- Create a New Webhook for CallsPOST /v1/webhooks/calls.
- Create a New Webhook for Call SummariesPOST /v1/webhooks/call-summaries.
- Create a New Webhook for Call TranscriptsPOST /v1/webhooks/call-transcripts.
- Create a New Webhook for MessagesPOST /v1/webhooks/messages.
- Create a TaskPOST /v1/tasks.
- Delete a ContactDELETE /v1/contacts/{id}.
- Delete a Task by IDDELETE /v1/tasks/{taskId}.
- Delete a Webhook by IDDELETE /v1/webhooks/{id}.
- Get a Call by IDGET /v1/calls/{callId}.
- Get a Contact by IDGET /v1/contacts/{id}.
- Get a Message by IDGET /v1/messages/{id}.
- Get a Phone Number by IDGET /v1/phone-numbers/{phoneNumberId}.
- Get a Summary for a CallGET /v1/call-summaries/{callId}.
- Get a Transcription for a CallGET /v1/call-transcripts/{id}.
- Get a User by IDGET /v1/users/{userId}.
- Get a Voicemail for a CallGET /v1/call-voicemails/{callId}.
- Get a Webhook by IDGET /v1/webhooks/{id}.
- Get Contact Custom FieldsGET /v1/contact-custom-fields.
- Get Recordings for a CallGET /v1/call-recordings/{callId}.
- Gets a Task by IDGET /v1/tasks/{taskId}.
- Link a Task to a ConversationPOST /v1/tasks/{taskId}/link-conversation.
- List CallsGET /v1/calls.
- List ContactsGET /v1/contacts.
- List ConversationsGET /v1/conversations.
- List MessagesGET /v1/messages.
- List Phone NumbersGET /v1/phone-numbers.
- Lists All WebhooksGET /v1/webhooks.
- List TasksGET /v1/tasks.
- List UsersGET /v1/users.
- Make an API CallExecutes an arbitrary authorized API call to Quo.
- Mark Conversation as DonePOST /v1/conversations/{conversationId}/mark-as-done.
- Mark Conversation as OpenPOST /v1/conversations/{conversationId}/mark-as-open.
- Mark Conversation as ReadPOST /v1/conversations/{conversationId}/mark-as-read.
- Remove a Task's Due DatePOST /v1/tasks/{taskId}/remove-due-date.
- Reopen a TaskPOST /v1/tasks/{taskId}/reopen.
- Send a Text MessagePOST /v1/messages.
- Unassign a User from a TaskPOST /v1/tasks/{taskId}/unassign.
- Unlink a Task from a ConversationPOST /v1/tasks/{taskId}/unlink-conversation.
- Update a Contact by IDPATCH /v1/contacts/{id}.
- Update a TaskPUT /v1/tasks/{taskId}.
- Watch CallsTriggers when new calls are created.
- Watch ContactsTriggers when new contacts are created.
- Watch MessagesTriggers when new messages are created.
- Watch TasksTriggers when new tasks are created.
Frequently asked questions
Common questions about connecting CallRail and Quo.
Connect your CallRail and Quo accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when CallRail's "Watch Companies" fires, WEXTL can "Assign a User to a Task" in Quo. CallRail has 6 triggers (including Watch Companies, Watch Form Submission, and Watch Leads); Quo has 44 actions (including Assign a User to a Task, Change a Task's Due Date, and Complete a Task). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. CallRail-to-Quo automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment CallRail (or Quo) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your CallRail + Quo automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the CallRail and Quo integration.
- CallRail and Quo integration source code, module specs and credentials implementation.
- Our CallRail and Quo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CallRail and Quo — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- CallRail integration information
- Quo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library