Connect Salesforce and VideoAsk

Both apps 27Salesforce 11VideoAsk 16

• Trigger
  New object record

  Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.

• Trigger
  New or updated object record

  Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.

• Action
  Create object record

  Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.

• Action
  Delete object record

  Deletes an existing SObject record by object type and record ID.

• Action
  Describe object

  Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.

• Action
  Find most recent created or updated record

  Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).

• Action
  Find object records

  Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.

• Action
  Get object record

  Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.

• Action
  List objects

  Lists all available SObject types (standard and custom) on the org.

• Action
  SOQL query

  Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.

• Action
  Update object record

  Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).

• Trigger
  New Videoask

  Triggers when a new videoask is created in the selected VideoAsk organization.

• Action
  Add question

  Adds a new question step to a videoask, using a video from a public link, media already in VideoAsk, or a new upload.

• Action
  Add tag

  Creates a new tag in a VideoAsk organization that can be applied to contacts.

• Action
  Add tag to contact

  Adds an existing tag to a VideoAsk contact and returns the tags now on that contact.

• Action
  Create a Contact in a Videoask (OLD)

  Creates a contact in your VideoAsk organization from an email address, with an optional name and phone number.

• Action
  Create a Contact in VideoAsk (Recommended)

  Creates a contact in your VideoAsk organization from an email address, with an optional name and phone number.

• Action
  Delete contact

  Deletes a contact (respondent) and their contact details from your VideoAsk organization.

• Action
  Delete form

  Deletes a VideoAsk form (videoask). Optionally performs a soft delete so the form can be restored later.

• Action
  Find conversations by filter

  Returns the responses (conversations) on a videoask that match the filters you choose, such as unread only, reply status, tag, score range or creation date range.

• Action
  Find forms by keyword

  Returns the videoasks in an organization whose titles match the specified keyword.

• Action
  Get contact

  Returns a single VideoAsk response (contact) for a videoask, with the respondent's details and, optionally, their answers and the conversation messages.

• Action
  Get form

  Returns a videoask (form) by its id, including all of its questions.

• Action
  List forms

  Returns all videoasks (forms) in a VideoAsk organization, newest first.

• Action
  List tags

  Returns the tags in a VideoAsk organization, optionally only those with a given title.

• Action
  Update contact

  Updates an existing VideoAsk contact's name, email address or phone number.

• Action
  Update form

  Updates an existing videoask's title, privacy, contact form, scheduled close date and display settings such as the end screen.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.