Create clients in vcita from new individual contacts in Canopy
Effortlessly maintain your contacts between Canopy and vcita with this seamless workflow. Whenever a new individual contact is added in Canopy, a client will be created in vcita, ensuring your data stays consistent and up-to-date across both platforms. Save time and improve efficiency by simplifying contact management with this easy-to-use automation.
Effortlessly maintain your contacts between Canopy and vcita with this seamless workflow. Whenever a new individual contact is added in Canopy, a client will be created in vcita, ensuring your data stays consistent and up-to-date across both platforms. Save time and improve efficiency by simplifying contact management with this easy-to-use automation.
- When this happens...
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps