Create customer profiles from incoming phone calls
When a new call or text arrives in Quo, automatically create or update a customer record in Wheelbase so scheduling details are ready to go.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Wheelbase Explore Wheelbase →
TriggersFires when a new booking or appointment is made in Wheelbase.
Fires when a booking in Wheelbase is changed or canceled.
Fires when a new customer books for the first time in Wheelbase.
Creates a new booking or appointment in Wheelbase.
Cancels or moves a booking in Wheelbase.
Creates or updates a customer record in Wheelbase.
Adds a booking from Wheelbase to a connected calendar.
Quo Explore Quo →
TriggersFires when a new text message is received in Quo.
Fires when a new call comes in or out through Quo.
Fires when a call is missed in Quo.
Fires when a call recording finishes processing in Quo.
Sends a text message through Quo.
Starts an outbound call via Quo.
Creates or updates a contact in Quo.
Sends a recorded voice message via Quo.
More Wheelbase + Quo workflows
Send text confirmation for new client appointments
When a customer makes a new booking in Wheelbase, automatically send a personalized SMS confirmation from Quo to reduce no-shows.
See details
Notify clients by SMS when appointments are rescheduled or canceled
When an appointment status changes in Wheelbase, send an automated text message from Quo so the client is immediately updated.
See details
See all Wheelbase + Quo integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create customer profiles from incoming phone calls” between Wheelbase and Quo?
Yes — describe it in the box above and Knit's Integrations Agent researches Wheelbase and Quo's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can I send text message confirmations when an appointment is booked?
Yes, whenever a client completes a booking in Wheelbase, an automated SMS notification can be sent via Quo instantly.
What happens if a call is missed while managing client schedules?
You can set up a workflow where a missed call in Quo creates or updates a customer record in Wheelbase to follow up and schedule a call back.