Update vcita clients whenever individual client info is updated in Canopy
Keep your client data aligned in real-time between Canopy and vcita. Every time individual client information is updated in your Canopy app, this automation ensures that the same information is up-to-date in your vcita app. This workflow streamlines your process, eliminates manual updates, and ensures accuracy and consistency in your client management.
Keep your client data aligned in real-time between Canopy and vcita. Every time individual client information is updated in your Canopy app, this automation ensures that the same information is up-to-date in your vcita app. This workflow streamlines your process, eliminates manual updates, and ensures accuracy and consistency in your client management.
- When this happens...Individual Client Info Updated
Triggers when an individual client's info is updated.
- automatically do this!Update Client
Updates a client.
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