Moxie + VideoAsk

Create Moxie clients from new VideoAsk responses

Effortlessly manage your clients by integrating VideoAsk and Moxie. With this workflow, every time you receive a new response from a respondent in VideoAsk, a client will be created in the Moxie app. Save time and streamline your client onboarding process by automating this crucial step, allowing you to focus on nurturing relationships and growing your business.

When this happens...
New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
TriggerInstant
automatically do this!
Create Client
Creates a new client record in Hectic
ActionWrite

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Supported triggers and actions

What does this mean?

- Organization
- VideoaskRequired
Trigger
Instant
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- Organization
- VideoaskRequired
Trigger
Instant
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- Organization IdRequired
- Name
- EmailRequired
- Phone Number
Action
Write
Agreement Sent
Triggers when a proposal is sent either via link or email.
Trigger
Instant
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Agreement Viewed
Triggers when a user views the proposal.
Trigger
Instant
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Client Deleted
Triggers when a client record is deleted in Hectic.
Trigger
Instant
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Deliverable Created
Triggered when a Project Task / Deliverable is created
Trigger
Instant
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Deliverable Updated
Triggered with a Deliverable (Project Task) is updated.
Trigger
Instant
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- Form IDRequired
Trigger
Instant
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Meeting Cancelled
Triggers when a meeting is cancelled
Trigger
Instant
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Meeting Updated
Triggers when a meeting is updated or rescheduled
Trigger
Instant
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Trigger
Instant
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Trigger
Instant
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Project Created
Triggers when a new project is created in Hectic.
Trigger
Instant
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Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Trigger
Instant
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Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Trigger
Instant
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Time Worked Deleted
Triggers when a time worked record is deleted.
Trigger
Instant
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- Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
Action
Write
- Client NameRequired
- Record TypeRequired
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
Action
Write
- NameRequired
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- Locality / State
- Postal
- Country
- Lead source
- Website
- Notes
Action
Write
- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
Action
Write

- 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
Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Trigger
Instant
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Client Created
Triggers when a new client is created in Hectic.
Trigger
Instant
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Client Updated
Triggers when a client record is updated in Hectic.
Trigger
Instant
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Deliverable Deleted
Triggered when a Deliverable / Project Task is deleted
Trigger
Instant
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Deliverable Approval
Triggers when a new Deliverable is ready for client approval.
Trigger
Instant
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Invoice Sent
Triggers when an invoice is sent in Hectic.
Trigger
Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
Trigger
Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
Trigger
Instant
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Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
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Project Completed
Triggers when a project is set to "complete" in Hectic.
Trigger
Instant
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Project Updated
Triggers when the settings for a project are updated.
Trigger
Instant
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Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Trigger
Instant
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Time Worked Created
Triggers when a new time worked entry is created.
Trigger
Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
Trigger
Instant
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- Client NameRequired
- Project NameRequired
- Deliverable NameRequired
Action
Write
- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
Action
Write
- Project NameRequired
- Client NameRequired
- Template Name
Action
Write
- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
Action
Write
- Search QueryRequired
Action
Search

About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About VideoAsk

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

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Moxie + VideoAsk

Create Moxie clients from new VideoAsk responses

New Reply (From the VideoAsker/You)

Organization

New Response (From a Respondent)

Organization

VideoaskRequired

Create a Contact in VideoAsk (Recommended)

Organization IdRequired

Name

EmailRequired

Phone Number

Agreement Sent

Agreement Viewed

Client Deleted

Deliverable Created

Deliverable Updated

Form Completed

Form IDRequired

Meeting Cancelled

Meeting Updated

Opportunity Deleted

Payment Received

Project Created

Proposal Sent

Proposal Viewed

Time Worked Deleted

Apply Payment

Invoice NumberRequired

Client Name

Payment dateRequired

AmountRequired

Payment Type

Reference Number

Memo

Create Client

Client NameRequired

Record TypeRequired

Tax ID

Address 1

Address 2

City

State/Locality

Zip/Postal

Website

Phone

Contact First Name

Contact Last Name

Contact email

Hourly Rate

Note

Create Opportunity

NameRequired

Description

Stage Name

Client Name

First Name

Last Name

Business Name

Email

Phone

Address 1

Address 2

City

Locality / State

Postal

Country

Lead source

Website

Notes

Create Time Worked

Start TimeRequired

End TimeRequired

Client Name

Project Name

Deliverable Name

Notes