Connect VideoAsk and iris crm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for VideoAsk
Choose an Action
Automatically do this!
- Request a new Action for iris crm
Enable Integrations or automations with these events of VideoAsk and iris crm
Enable Integrations or automations with these events of VideoAsk and iris crm
Actions
Create Form
Creates a Form.
Create Folder
Creates a Folder.
Create Tag
Creates a Tag.
Update Tag
Update an existing tag.
Delete a Tag
Delete an existing tag.
Create Contact
Creates a Contact.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your VideoAsk and iris crm accounts to viaSocket. Once connected, you can set up a workflow where an event in VideoAsk triggers actions in iris crm (or vice versa).
Absolutely. You can customize how VideoAsk data is recorded in iris crm. This includes choosing which data fields go into which fields of iris crm, setting up custom formats, and filtering out unwanted information.
The data sync between VideoAsk and iris crm typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between VideoAsk and iris crm. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About VideoAsk
VideoAsk is a dynamic platform that empowers users to create interactive video experiences for more engaging audience communication. It enables businesses and individuals to collect responses, feedback, and insights through personalized video interactions, making conversations more human, effective, and impactful.
Learn MoreAbout iris crm
IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
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