AgencyZoom + VideoAsk

Create AgencyZoom service requests from new VideoAsk responses

Effortlessly streamline your client onboarding process with this workflow that connects VideoAsk to AgencyZoom. When a new response is received from a respondent in VideoAsk, a service request is created in AgencyZoom, ensuring your team can quickly take action and provide exceptional service. Save time and enhance customer experience 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!
Create Service Request
Create a service request in Agencyzoom.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Organization
- VideoaskRequired
Trigger
Instant
Try It
- Organization
- VideoaskRequired
Trigger
Instant
Try It
- Organization IdRequired
- Name
- EmailRequired
- Phone Number
Action
Write
Lead Created
Triggers when a new Lead is added.
Trigger
Instant
Try It
New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
Try It

- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write

- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
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
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
Try It
- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search