How to connect Assessment Generator + vcita
Zapier lets you send info between Assessment Generator and vcita automatically—no code required.
Triggers when a new appointment is created.
Creates a new client.
- New ResponsesTriggers on new responses when a user takes an assessment.TriggerInstant
- New AppointmentTriggers when a new appointment is created.TriggerInstant
- New ClientTriggers when new client is created.TriggerInstant
- New InvoiceTriggers when a new invoice is issued.TriggerInstant
- New PaymentTriggers when a new payment is created.TriggerInstant
- Create ClientCreates a new client.ActionScheduled
- Create InvoiceCreate a new invoice in vcita. Can currently create an invoice with just one line item.ActionScheduled
Add a new textual message to an existing client.
Create new payment.
Updates a client.
Find client by email.
- Step 1: Authenticate Assessment Generator + vcita.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.