Create Bonsai clients from new VideoAsk responses
Streamline your client onboarding process with this VideoAsk and Bonsai workflow. Whenever a new response is received from a respondent in VideoAsk, a client is created in Bonsai, helping you manage their information and projects efficiently. This automation eliminates manual data entry, saving you time and allowing you to focus on providing exceptional services to your clients.
Streamline your client onboarding process with this VideoAsk and Bonsai workflow. Whenever a new response is received from a respondent in VideoAsk, a client is created in Bonsai, helping you manage their information and projects efficiently. This automation eliminates manual data entry, saving you time and allowing you to focus on providing exceptional services to your clients.
- When this happens...New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
- automatically do this!Create Client
Creates a client lead on Bonsai
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