Create new vcita clients from new individual clients in Canopy
This workflow springs into action when a New Individual Client is added in Canopy. It simplifies your client management by promptly creating a corresponding Client Profile in vcita. This automatic process saves valuable time, eliminates manual data entry, and ensures consistency in client information across your business applications.
This workflow springs into action when a New Individual Client is added in Canopy. It simplifies your client management by promptly creating a corresponding Client Profile in vcita. This automatic process saves valuable time, eliminates manual data entry, and ensures consistency in client information across your business applications.
- When this happens...New Individual Client
Triggers when a new client is created.
- automatically do this!Create Client
Creates a new client.
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