Create and update vcita clients from new 123FormBuilder forms
Effortlessly keep your client information up-to-date with this seamless workflow between 123FormBuilder and vcita. Whenever a new form submission is received in 123FormBuilder, the client's details will be automatically updated in vcita, ensuring your records are always current and organized. This streamlined process saves you time and eliminates manual data entry.
Effortlessly keep your client information up-to-date with this seamless workflow between 123FormBuilder and vcita. Whenever a new form submission is received in 123FormBuilder, the client's details will be automatically updated in vcita, ensuring your records are always current and organized. This streamlined process saves you time and eliminates manual data entry.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Update Client
Updates a client.
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