Builder Prime + vcita

Builder Prime + vcita integrations

Create client records in Builder Prime for every new client in vcita

Boost your efficiency by connecting the vcita and Builder Prime apps. Whenever you welcome a new client on vcita, this workflow will swiftly generate a client record on Builder Prime. Save your time by keeping your digital records organized and up-to-date with this seamless connectivity.

When this happens...
New ClientTriggers when new client is created.
TriggerInstant
automatically do this!
Create Client RecordCreates a new client record.
ActionWrite

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More things you can do with vcita and Builder Prime

Discover other triggers and actions you can use with vcita and Builder Prime

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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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

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
- First Name
- Last Name
- Email Address
- Company Name
- Lead Status
  Required
- Lead Source
- Interested In
- Class
- Mobile Phone
- Home Phone
- Work Phone
- Address Line 1
- Address Line 2
- City
- State
- Zip / Postal Code
- Best Time to Contact
- Preferred Contact Method
- External System Identifier
- Building Type
- Notes
Action
Write

About Builder Prime

Builder Prime is a CRM, estimating, scheduling, and production management app for contractors

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CRM (Customer Relationship Management)

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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.