ActiveCampaign + vcita
Add new vcita clients as contacts in ActiveCampaign
Effortlessly maintain your client list with this vcita to ActiveCampaign workflow. Whenever a new client is added in vcita, it will create or update their contact information in ActiveCampaign. Spend less time manually entering data and more time focusing on your most important tasks by streamlining your client management process.
Effortlessly maintain your client list with this vcita to ActiveCampaign workflow. Whenever a new client is added in vcita, it will create or update their contact information in ActiveCampaign. Spend less time manually entering data and more time focusing on your most important tasks by streamlining your client management process.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create or Update Contact
Creates a new contact, or updates an existing contact.
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New Appointment
Triggers when a new appointment is created.
Try ItCreated Invoice
Triggers when a new invoice is created
Try ItNew Payment
Triggers when a new payment is created.
Try ItAddressRequired
Allow Online Payment
Client IDRequired
CurrencyRequired
Due DateRequired
Invoice Number
Issued AtRequired
AmountRequired
Description
Discount
QuantityRequired
TitleRequired
Note
Send Email
Source Campaign
Source Channel
Source Name
Source URL
Staff ID
Status
Title
NameRequired
RateRequired
New Client
Triggers when new client is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItAddress
Email Address
First NameRequired
Last Name
Phone Number
Source campaign
Source channel
Source name
Source Url
Staff ID
Status
Tags
Client IDRequired
Title
Message TextRequired
Message DirectionRequired
Communication Channel
Staff ID
