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FileInvite + VideoAsk

Create FileInvite persons from new VideoAsk responses

Effortlessly manage your VideoAsk responses and streamline your client onboarding process with this workflow. When a new response is received in VideoAsk, a person will be created in FileInvite, ensuring your client information is updated and organized efficiently. Save time and focus on building strong relationships with your clients by automating this task.

Effortlessly manage your VideoAsk responses and streamline your client onboarding process with this workflow. When a new response is received in VideoAsk, a person will be created in FileInvite, ensuring your client information is updated and organized efficiently. Save time and focus on building strong relationships with your clients by automating this task.

  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!
    FileInviteFileInvite
    Create Person

    Creates a new person.

    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
  • FileInvite triggers, actions, and search

    New Person

    Triggers when a new person is created.

    Trigger
    Instant
    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
  • FileInvite triggers, actions, and search

    New Invite

    Triggers when a new FileInvite is created/sent.

    Trigger
    Instant
    Try It
fileinvite logo
fileinvite logo

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

Related categories

  • Documents
videoask logo
videoask logo

About VideoAsk

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

Related categories

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Zapier Interfaces

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