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Insightly + VideoAsk

Create Insightly notes from new VideoAsk responses for efficient organization

Effortlessly manage your customer feedback with this efficient workflow that connects VideoAsk to Insightly. When a new response is received in VideoAsk, a note will be created in Insightly, keeping your customer insights organized and easily accessible. Streamline your process and ensure valuable information is always at your fingertips with this timesaving automation.

Effortlessly manage your customer feedback with this efficient workflow that connects VideoAsk to Insightly. When a new response is received in VideoAsk, a note will be created in Insightly, keeping your customer insights organized and easily accessible. Streamline your process and ensure valuable information is always at your fingertips with this timesaving 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!
    InsightlyInsightly
    Create Record

    Creates a Record

    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
    • Insightly ObjectRequired

    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
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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videoask logo
videoask logo

About VideoAsk

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

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