Builder Prime + vcita
Create client records in Builder Prime for new vcita appointments
Save time and keep your client records organized with this vCita to Builder Prime automation. Each time a new appointment is scheduled in vCita, a client record will be created in Builder Prime, ensuring your customer information stays up-to-date and easily accessible. Streamline your process, stay organized, and improve your customer experience with this workflow.
Save time and keep your client records organized with this vCita to Builder Prime automation. Each time a new appointment is scheduled in vCita, a client record will be created in Builder Prime, ensuring your customer information stays up-to-date and easily accessible. Streamline your process, stay organized, and improve your customer experience with this workflow.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Client Record
Creates a new client record.
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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
