VideoAsk + Workiz

Create Workiz leads from new VideoAsk responses to streamline lead management

Seamlessly save and manage your VideoAsk respondents as leads in Workiz with this efficient workflow. Whenever a new response is received in VideoAsk, a lead will be created in Workiz, helping you to capture potential clients and streamline your sales process without any manual effort. Stay organized and improve lead nurturing by maintaining an updated Workiz lead database.

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 Lead
Schedules a new lead in your Workiz account.
ActionWrite

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Supported triggers and actions

- Organization
- VideoaskRequired
Trigger
Instant
Try It
- Organization
- VideoaskRequired
Trigger
Instant
Try It
- Organization IdRequired
- Name
- EmailRequired
- Phone Number
Action
Write
Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Scheduled
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Scheduled
Try It

New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
- First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write

- 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
Job Status Change
Triggers when a job status is changed
Trigger
Scheduled
Try It
New Job
Triggers when a new job is created.
Trigger
Scheduled
Try It
- First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write

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

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

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Related categories

Scheduling & Booking

Related Zap Templates

Create jobs in Workiz from new VideoAsk responses

Related Zap Templates

Create jobs in Workiz from new VideoAsk responses

VideoAsk + Workiz

Create Workiz leads from new VideoAsk responses to streamline lead management

Supported triggers and actions

New Reply (From the VideoAsker/You)

New Response (From a Respondent)

Create a Contact in VideoAsk (Recommended)

Job Is Done

Lead Status Change

New Lead

Create Lead

New Reply (From a Respondent)

Create a Contact in a Videoask (OLD)

API Request (Beta)

Job Status Change

New Job

Create Job

About VideoAsk

Related categories

Similar apps

Zapier Interfaces

About Workiz

Related categories

Related Zap Templates

Related Zap Templates