Create integrations between Mercury Connect and VideoAsk to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Quickly automate workflows with Mercury Connect and VideoAsk using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Opportunity TypeRequired
Try It- Opportunity TypeRequired
Try It- Opportunity TypeRequired
Try It- Opportunity TypeRequired
Try It
- Opportunity TypeRequired
Try It- Opportunity TypeRequired
Try It- Opportunity TypeRequired
Try It- Virtual Branch
- Title
- EmailRequired
- First NameRequired
- Last Name
- Middle Name
- Salutation
- Gender
- Date of Birth
- Marital Satus
- Home Phone
- Mobile
- Business Phone
- Correspondence Address?
- Residence TypeRequired
- FormatRequired
- Floor Number
- Unit Number
- Building Name
- Street NumberRequired
- Street NameRequired
- Street TypeRequired
- CityRequired
- StateRequired
- PostcodeRequired
- CountryRequired
- Effective From Date
- Effective to Date
- Housing SituationRequired
- Permanent Australian Resident
- Status
- Country of Residence
- Employer Company
- Occupation
- Job Title
- Employment Status
- Employment Commenced
- Annual Income
- Drivers Licence Number
- Drivers Licence Expiry
- Drivers Licence State
- Categories
- No Email Marketing
- Mark as Private
- Email Bounced
- Relationship Manager
- Type
- Amount
- Frequency
- Commenced
- Comments
- Type
- Repayment
- Frequency
- Balance
- Credit Limit
- Comments
- Note Pad
Related categories
Related categories