Karlia + VideoAsk
Create opportunities in Karlia for new VideoAsk responses
Effortlessly manage your sales pipeline by connecting VideoAsk and Karlia. With this workflow, whenever you receive a new response from a respondent in VideoAsk, an opportunity will be created in Karlia. This seamless integration helps you keep track of potential clients and ensures you never miss an opportunity to close a deal.
Effortlessly manage your sales pipeline by connecting VideoAsk and Karlia. With this workflow, whenever you receive a new response from a respondent in VideoAsk, an opportunity will be created in Karlia. This seamless integration helps you keep track of potential clients and ensures you never miss an opportunity to close a deal.
- When this happens...
New Response (From a Respondent)Triggers when the transcription is ready after someone responds to a videoask.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create OpportunityCreate an Opportunity.
ActionWriteCreate a new record or update an existing record in your app.
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Organization
VideoaskRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization
VideoaskRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization IdRequired
Name
EmailRequired
Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Customer
Triggers when a customer is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier
Triggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Contact
Triggers when a contact is delete.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Opportunity
Triggers when an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Opportunity Column Number
Triggers when a column number of an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Quote
Triggers when a quote is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Order
Triggers when a order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Delivery
Triggers when a new delivery is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Delivery
Triggers when a delivery is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Product
Triggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Equipment
Triggers when an equipment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase
Triggers when a new purchase is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Purchase
Triggers when a purchase is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier Order
Triggers when a supplier order is updated..
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Suppler Delivery
Triggers when a new supplier delivery is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier Delivery
Triggers when a supplier delivery is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier Invoice
Triggers when a supplier invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Event
Triggers when an event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Note
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Task
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Time
Triggers when a time is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Project
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Task
Triggers when a project task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Task Column Number
Triggers when a column number of a project task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Subtask
Triggers when a new project subtask is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Subtask Status
Triggers when a project subtask status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Ticket Status
Triggers when a ticket status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer / SupplierRequired
Civility
Firstname
LastnameRequired
Position Title
Email
Phone
Mobile
Description
Client Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type
Do you want to add the document in a new opportunity ?Required
Proposal description
Status
Title
Document date
Customer reference
Description
Payment by Stripe
Document template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility in the agenda
Used in times
Time Type
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Project
Date
Title
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Reference
Category
Description
Sales price HT
VAT
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Section
Starting date
Due date
Time estimated
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pipeline
Title
Priority
Group
User assigned
Skill
Customer
Contact
Opportunity
Project
Equipment
User shared
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Is it a Customer Contact or a Supplier Contact?Required
ContactRequired
Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EquipmentRequired
Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Custom field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket
Custom field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quick Search
Prospect
Type
Status
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Status
Title
Document date
Expiration date
Payment condition
Customer reference
Description
Payment by Stripe
Document template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility in the agenda
Used in times
Time Type
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Project
Date
Title
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Title
Reference
Category
Description
Sales price HT
VAT
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Status
Section
Starting date
Due Date
Time estimated
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SupplierRequired
Name
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Title
Priority
Group
User assigned
Skill
Customer
Contact
Opportunity
Project
Equipment
User shared
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Do you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your appDo you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appid_projectRequired
idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDo you want an advanced search ?
Customer / SupplierRequired
Civility
Firstname
LastnameRequired
Position Title
Email
Phone
Mobile
Description
Client Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch by Customer or Supplier
And/or Status
And/or Condition
And/or Title
PipelineRequired
CustomerRequired
Title
Step
Client Manager
Status
Condition
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Organization
VideoaskRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.VideoaskRequired
Name
EmailRequired
Phone Number
Product Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Customer
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Trigger when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier
Triggers when a supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Opportunity Status
Triggers when an opportunity status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Opportunity
Triggers when an opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Order
Triggers when an order is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Delivery
Triggers when a delivery is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Invoice
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Equipment
Triggers when a new equipment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Equipment
Triggers when an equipement is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Purchase
Triggers when a purchase is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier Order
Triggers when a new supplier order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier Order
Triggers when a supplier order is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier Delivery
Triggers when a supplier delivery is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier Invoice
Triggers when a new supplier invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier Invoice
Triggers when a supplier invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Event
Triggers when an event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Note
Triggers when a note is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Task
Triggers when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time
Triggers when a new time is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Time
Triggers when a time is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project
Triggers when a project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Task
Triggers when a new project task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Task Status
Triggers when a project task status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Project Task
Triggers when a project task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Subtask
Triggers when a project subtask is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Project Subtask
Triggers when a project subtask is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Ticket
Triggers when a ticket is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Ticket
Triggers when a ticket is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TypeRequired
Status
Phone
Mobile
Email
Address
ZIP code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Reference
Description
Serial number
Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier
Status
Reference
Expense date
Due date
Description
Chart of accounts
Total HT
VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
CustomerRequired
Title
Step
Client Manager
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
UserRequired
Columns
Customer / Supplier
Opportunity
Starting date
Due date
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Column number
Description
Priority
Starting date
Due Date
Time estimated
User
Customer / Supplier
Opportunity
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility
Used in times
Time type
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Project
Customer / Supplier
Opportunity
Type
Billable time
Date
Time done
Planned time
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity
Custom Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier
Custom Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Civility
Firstname
Lastname
Position Title
Email
Phone
Mobile
Description
Client Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Type
Status
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EquipmentRequired
Title
Reference
Serial Number
Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ExpenseRequired
Supplier
Status
Reference
Expense date
Due date
Description
Chart of accounts
Total HT
VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
Pipeline
Title
Step
Client Manager
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
title
User
Columns
Customer / Supplier
Opportunity
Starting date
Due Date
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Column number
Descritpion
Priority
Starting Date
Due date
Time estimated
User
Customer / Supplier
Opportunity
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility
Used in times
Time Types
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Do you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by Customer or Supplier
And/or Status
And/or Condition
And/or Title
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appid_projectRequired
id_taskRequired
idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDo you want an advanced search ?
TypeRequired
Status
Phone
Mobile
Email
Address
ZIP code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDo you want an advanced search ?
NameRequired
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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