VideoAsk + Zomentum

Create or update Zomentum opportunities from new VideoAsk responses

Easily manage your sales opportunities with this VideoAsk and Zomentum automation. Whenever a new respondent submits a response in VideoAsk, this workflow will create or update an opportunity in Zomentum, ensuring your sales pipeline stays up-to-date and organized. Save valuable time and never miss a potential lead again with this seamless integration between your video feedback and opportunity management tools.

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 or Update Opportunity
Create or Update Opportunity
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
Client Created
Triggers when a new client is created.
Trigger
Scheduled
Try It
Contact Created
Triggers when a new contact is created.
Trigger
Scheduled
Try It

Document Approved
Triggers when to get items details for the approved document.
Trigger
Scheduled
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Document Updated
Triggers when Document is updated.
Trigger
Scheduled
Try It

Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Scheduled
Try It
- ClientCompanyId
- nameRequired
- companyTypeRequired
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- NameRequired
- Client NameRequired
- Contact Email
- Opportunity Type
- Opportunity PipelineRequired
- Opportunity StageRequired
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first nameRequired
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ClientUserIdRequired
Action
Search

- 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
Client Updated
Triggers when a client is updated.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact is update.
Trigger
Scheduled
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Document Created
Triggers when a new Document is created.
Trigger
Scheduled
Try It
Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Scheduled
Try It
Users
Triggers when fetch owner while creating client.
Trigger
Scheduled
Try It
- ClientCompanyId
- emailRequired
- phone
- clientCompanyNameRequired
- contactType
- firstRequired
- last
- JobTitle
- Department
Action
Write
- OpportunityIdRequired
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyIdRequired
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityIdRequired
Action
Search

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

About Zomentum

Zomentum is a sales funnel management tool built for MSPs

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

VideoAsk + Zomentum

Create or update Zomentum opportunities 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

Client Created

Contact Created

Document Approved

Document Updated

Opportunity Updated

Create or Update Client

ClientCompanyId

nameRequired

companyTypeRequired

logo

Address Line 1

Address Line 2

pincode

state

country

phone

City

Website

Owner

Source

Campaign

TwitterURL

FacebookURL

LinkedURL

DateAcquired

Owner Email

Create or Update Opportunity

OpportunityId

NameRequired

Client NameRequired

Contact Email

Opportunity Type

Opportunity PipelineRequired

Opportunity StageRequired

Estimated Close Date

Client Purchase Order (P.O.) Number

Close Probability

first nameRequired

Last name

Contact Type

Estimated Value

Source

Campaign

Owner Email

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Client Contact

ClientUserIdRequired

New Reply (From a Respondent)

Organization

VideoaskRequired

Create a Contact in a Videoask (OLD)

VideoaskRequired

Name

EmailRequired

Phone Number

Product Name

API Request (Beta)

Api Docs Info