Connect VideoAsk and Webmecanik Pipeline

Both apps 43VideoAsk 16Webmecanik Pipeline 27

• 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.

• Trigger
  New Company

  Triggers when a new company is added in Webmecanik Pipeline.

• Trigger
  New Contact

  Triggers when a new contact is added in Webmecanik Pipeline.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Webmecanik Pipeline.

• Trigger
  Updated Company

  Triggers when a company is updated in Webmecanik Pipeline.

• Trigger
  Updated Contact

  Triggers when a contact is created or updated in Webmecanik Pipeline.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is created or updated in Webmecanik Pipeline.

• Action
  Create Activity

  Creates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline.

• Action
  Delete activity

  Deletes an activity from Webmecanik Pipeline.

• Action
  Delete company

  Deletes a company from Webmecanik Pipeline.

• Action
  Delete contact

  Deletes a contact from Webmecanik Pipeline.

• Action
  Delete opportunity

  Deletes an opportunity from Webmecanik Pipeline.

• Action
  Get company

  Returns one company by its slug, including its tags and custom fields.

• Action
  Get contact

  Returns one contact by its slug, including tags, companies, addresses and custom fields.

• Action
  Get opportunity

  Returns one opportunity by its slug, including its pipeline, status, tags and custom fields.

• Action
  List companies

  Returns all companies in your Webmecanik Pipeline account, including their custom fields.

• Action
  List contacts

  Returns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number.

• Action
  List opportunities

  Returns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline.

• Action
  List pipelines

  Returns all sales pipelines visible to the connected Webmecanik Pipeline user.

• Action
  List statuses

  Returns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline.

• Action
  List users

  Returns all users in the Webmecanik Pipeline organization, with their name, email and role.

• Action
  Update activity

  Updates an existing activity (call, email, note, appointment) attached to a contact or opportunity.

• Action
  Update company

  Updates an existing company in Webmecanik Pipeline, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact.

• Action
  Update opportunity

  Updates an existing opportunity in Webmecanik Pipeline, changing only the values you supply.

• Action
  Update or Create Company

  Creates a company, or updates the existing one when a duplicate is found.

• Action
  Update or Create Contact

  Creates a contact, or updates the existing contact with the same email address.

• Action
  Update or Create Opportunity

  Updates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting record.

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