BrightManager + VideoAsk

Create BrightManager clients from new VideoAsk responses

Effortlessly manage your clients by adding new responses from VideoAsk directly into BrightManager. With this workflow, whenever there's a new response in VideoAsk, a new client will be created in BrightManager, keeping your client database up-to-date and organized. Save time and streamline your client management process with this seamless automation.

Effortlessly manage your clients by adding new responses from VideoAsk directly into BrightManager. With this workflow, whenever there's a new response in VideoAsk, a new client will be created in BrightManager, keeping your client database up-to-date and organized. Save time and streamline your client management process with this seamless automation.

  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!
    BrightManagerBrightManager
    Create Client

    Create a new Client within BrightManager

    ActionWrite
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Supported triggers and actions

    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • Organization IdRequired

    • Name

    • EmailRequired

    • Phone Number

    Action
    Write
  • BrightManager triggers, actions, and search

    Client Created

    Triggers when a Client is created within BrightManager.

    Trigger
    Instant
    Try It
    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • VideoaskRequired

    • Name

    • EmailRequired

    • Phone Number

    • Product Name

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • BrightManager triggers, actions, and search

    Client Deleted

    Triggers when a Client is deleted within BrightManager.

    Trigger
    Instant
    Try It
brightmanager logo
brightmanager logo

About BrightManager

BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.

Related categories

  • Accounting
videoask logo
videoask logo

About VideoAsk

VideoAsk is a business tool to help your business have meaningful interactions using the proximity of video.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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