Nutshell + Vocal Video

Request video testimonials with Vocal Video when new activities are created in Nutshell

Want to request videos based on new activity in your CRM? This automation sends a Vocal Video request whenever a new activity is created in Nutshell, helping you collect authentic stories and feedback without manual effort.

When this happens...
New Activity
Triggers when new Activity is created.
TriggerInstant
automatically do this!
Create Video Request
Schedule a video request
ActionWrite

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Supported triggers and actions

Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- Agenda
- Activity typeRequired
- Start time
- End time
- Internal note
- People within Nutshell
- Users within Nutshell
- Meeting lasts all day
- Flag meeting as important
- Street address
- Street address line 2
- Street address line 3
- City
- State
- Country
- Postal code
- Address type
Action
Write
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Write

- Existing leadRequired
- OutcomeRequired
Action
Write
- Existing personRequired
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write

- Company nameRequired
Action
Search
- Email Address
- Lead Number
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email Address
- Lead Number
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write
Video Published
Triggers when a video is published
Trigger
Instant
Try It

Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- User emailRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- Street address 2
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
Action
Search or write
- Video Collector
Trigger
Instant
Try It
- Video CollectorRequired
- Send Invitation AtRequired
- Send Reminder
- EmailRequired
- First Name
- Last Name
- Company Name
- Job Title
- Custom Data 1
- Custom Data 2
- Custom Data 3
Action
Write

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Vocal Video

Vocal Video helps get amazing video testimonials from anyone, anywhere. Automagically.

Related categories

Marketing

Related Zap Templates

Update person records in Nutshell with new responses collected in Vocal Video

Update person records in Nutshell when new videos are published in Vocal Video

Nutshell + Vocal Video

Request video testimonials with Vocal Video when new activities are created in Nutshell

Supported triggers and actions

Lead Won

New Company

New Person

Log Activity

Create Person

Update Lead Outcome

Update Person

Find Account

Find Lead

Find or Create Company

Find or Create Lead

Video Published

Activity Logged

New Activity

New Lead

Create Company

Create Lead

Update Company

Update Lead

Find Person

Find User

Find or Create Person

New Response

Create Video Request

About Nutshell

Related categories

Similar apps

Streak

Close

Zapier Interfaces

About Vocal Video

Related categories

Related Zap Templates

Related Zap Templates