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Better Agency + VideoAsk

Create or update Better Agency clients from new VideoAsk responses

Effortlessly manage your clients with this automation between VideoAsk and Better Agency. Whenever you receive a new response from a respondent in the VideoAsk app, this workflow will create or update a client in the Better Agency app, ensuring that your client information stays up-to-date and organized. Say goodbye to manual data entry and start focusing on growing your business with this seamless integration.

Effortlessly manage your clients with this automation between VideoAsk and Better Agency. Whenever you receive a new response from a respondent in the VideoAsk app, this workflow will create or update a client in the Better Agency app, ensuring that your client information stays up-to-date and organized. Say goodbye to manual data entry and start focusing on growing your business with this seamless integration.

  1. When this happens...
    VideoAskVideoAsk
    New Response (From a Respondent)

    Triggers when the transcription is ready after someone responds to a videoask.

    TriggerInstant
  2. automatically do this!
    Better AgencyBetter Agency
    Create/Update a Client

    Client Form to create update a client

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • Organization IdRequired

    • Name

    • EmailRequired

    • Phone Number

    Action
    Write
  • Better Agency triggers, actions, and search

    New Contact Added

    Triggers when a new contact is added in Better Agency.

    Trigger
    Scheduled
    Try It
    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • VideoaskRequired

    • Name

    • EmailRequired

    • Phone Number

    • Product Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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better-agency logo

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Learn more

Related categories

  • Marketing
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Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier