ScoreCEO + VideoAsk

Create new leads in ScoreCEO from VideoAsk responses

Effortlessly manage your leads by connecting VideoAsk and ScoreCEO with this convenient workflow. Whenever you receive a new response from a respondent in VideoAsk, a new lead will be created in ScoreCEO, ensuring that you capture important information and streamline your sales process. Stay organized and efficient while growing your business with this seamless automation.

When this happens...
New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
TriggerInstant
automatically do this!
Add New Lead
Will add new customer in system from outer source
ActionWrite

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Supported triggers and actions

- Organization
- VideoaskRequired
Trigger
Instant
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- Organization
- VideoaskRequired
Trigger
Instant
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- Organization IdRequired
- Name
- EmailRequired
- Phone Number
Action
Write
Added Affiliate
Triggers when Added New Affiliate in your portal.
Trigger
Polling
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Added Consumer Invoice
Triggers when Added Consumer Invoice by System or by CRO.
Trigger
Polling
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Updated Affiliate
Triggers when Updated an Affiliate in your portal.
Trigger
Polling
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Updated Lead
Triggers when a lead is updated in our system.
Trigger
Polling
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- Office NameRequired
- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- DOB
- Zip
- Address
- Phone
- ContactNumber
- CellPhone
Action
Write
- First Name
- Last Name
- EmailRequired
- Zip
- DOB
- Address
- Home Phone
- Work Phone
- Cell Phone
- IsOutSourced
- PreventOnHold
- ConsumerComments
- CampaignName
- SelectedCampaigns
Action
Write
- First Name
- Middle Name
- Last Name
- EmailRequired
- Zip
- Next Billing Date
- Next Dispute Date
- Billing Status
- DOB
- Address
- Home Phone
- Work Phone
- Cell Phone
- Is OutSourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write

- 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
Added Consumer
Triggers when Added Consumer into your portal using add existing consumer.
Trigger
Polling
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Added Lead
Triggers when Added New Lead into your portal.
Trigger
Polling
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Updated Consumer
Triggers when Update Consumer when a customer is changed in portal.
Trigger
Polling
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Updated Lead Status
Triggers when a lead/Consumer status changes in your Portal.
Trigger
Polling
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- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- ZipRequired
- PlanRequired
- Next Billing Date
- NextDisputeDate
- Billing Status
- DOB
- Home Phone
- Work Phone
- Cell Phone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write
- EmailRequired
- First Name
- Middle Name
- Last Name
- DOB
- Address
- Zip
- Contact Number
- Cell Phone
Action
Write
- EmailRequired
- First Name
- Last Name
- Status
- Billing Status
- Zip
- DOB
- Address
- HomePhone
- Work Phone
- Cell Phone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write