AgencyZoom + VideoAsk

Create tasks in AgencyZoom from new VideoAsk responses

Efficiently manage client inquiries from VideoAsk with this workflow that instantly creates tasks in AgencyZoom. Whenever a new response is received from a respondent in VideoAsk, a task will be generated in AgencyZoom, ensuring that you stay on top of your client communications and never miss an opportunity to provide excellent service. Save time and streamline your client management process with this seamless automation.

Efficiently manage client inquiries from VideoAsk with this workflow that instantly creates tasks in AgencyZoom. Whenever a new response is received from a respondent in VideoAsk, a task will be generated in AgencyZoom, ensuring that you stay on top of your client communications and never miss an opportunity to provide excellent service. Save time and streamline your client management process with this seamless 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!
    AgencyZoomAgencyZoom
    Create Task

    Create a task in Agencyzoom.

    ActionWrite
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Supported triggers and actions

    • Organization

    • VideoaskRequired

    Trigger
    Instant
    Try It
    • VideoaskRequired

    • Name

    • EmailRequired

    • Phone Number

    • Product Name

    Action
    Write
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
  • AgencyZoom triggers, actions, and search

    Lead Status Change

    Triggers when the status of a Lead changes.

    Trigger
    Instant
    Try It
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.

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.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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