ThankView + VanillaSoft

ThankView + VanillaSoft integrations

Add or update VanillaSoft contacts when new ThankView views are watched

Empower your customer management by instantly updating or adding contacts in VanillaSoft as soon as they interact with your ThankView messages. With this workflow, whenever a viewer watches your ThankView content, a new contact is immediately created or updated in VanillaSoft. This automation ensures streamlined contact management, allowing you to focus on creating meaningful experiences for your viewers.

When this happens...
ThankView WatchedTriggers when a ThankView is watched all the way through.
TriggerInstant
automatically do this!
Add/Update ContactAdd or Update a Contact.
ActionWrite

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More things you can do with ThankView and VanillaSoft

Discover other triggers and actions you can use with ThankView and VanillaSoft

New Reply
Triggers when a new reply is created.
Trigger
Instant
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ThankView Watched
Triggers when a ThankView is watched all the way through.
Trigger
Instant
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- Select a Campaign
  Required
- Attach a Video
- Send Now
- Require Donor Id
  Required
Action
Write
- VanillaSoft Zap Name
  Required
- Description
- VanillaSoft Project Name
  Required
- Select VanillaSoft Result Codes to associate with this Trigger
- Email on Error
  Required
- Send Data Email on Last Error
- Email last error data to
Trigger
Instant
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- Select a Campaign
Trigger
Instant
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Upload Video
Triggers when a new video is uploaded to ThankView.
Trigger
Instant
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- Select a list
  Required
Action
Write
- VanillaSoft Zap Name
  Required
- Description
  Required
- VanillaSoft Project Name
  Required
- Email on Success
- Email on Error
  Required
- Create New Contacts
  Required
- Flag New Contacts
  Required
- Route New Contacts as a First Priority
  Required
- Delay Routing of New Contacts
- Create Duplicates For Contacts That Share The Same Phone Number
  Required
- Flag Duplicates
  Required
- Error response for duplicate contact
- Update existing contacts
  Required
- Update Key Field
  Required
- Route Updated as a First Priority
  Required
- Reopen and flag updated contacts (Recommended)
  Required
Action
Write

About ThankView

ThankView is a donor management platform for creating and sharing personalized videos through email and text.

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About VanillaSoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

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