123FormBuilder + vcita

123FormBuilder + vcita integrations

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.

When this happens...
New FormTriggers when a new form is added to your account.
TriggerPolling
automatically do this!
Update ClientUpdates a client.
ActionWrite

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More things you can do with 123FormBuilder and vcita

Discover other triggers and actions you can use with 123FormBuilder and vcita

New Form
Triggers when a new form is added to your account.
Trigger
Polling
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Created Invoice
Triggers when a new invoice is created
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- Address
  Required
- Allow Online Payment
- Client ID
  Required
- Currency
  Required
- Due Date
  Required
- Invoice Number
- Issued At
  Required
- Amount
  Required
- Description
- Discount
- Quantity
  Required
- Title
  Required
- Note
- Send Email
- Source Campaign
- Source Channel
- Source Name
- Source URL
- Staff ID
- Status
- Title
- Name
  Required
- Rate
  Required
Action
Write

- Amount
  Required
- Client ID
  Required
- Currency
  Required
- Paid At
- Payment Method
  Required
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- Title
  Required
Action
Write
- Search Term
  Required
- Items Per Page
- Page Number
- Search By
Action
Search

- Form
  Required
Trigger
Polling
Try It
New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Address
- Email Address
- First Name
  Required
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
Action
Write
- Client ID
  Required
- Title
- Message Text
  Required
- Message Direction
  Required
- Communication Channel
- Staff ID
Action
Write
- Client ID
  Required
- Address
- Email
- First Name
  Required
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write

About 123FormBuilder

123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!

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About vcita

vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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