Update vcita clients whenever business client information is updated in Canopy
Keep your client data updated and organized efficiently with this seamless workflow. Whenever information changes in Canopy, it triggers an update in vcita, ensuring your business client data remains consistent across both platforms. This is an ideal solution for businesses aiming for systematic and error-free client information management. This automation process saves valuable time by eliminating the need for manual updates.
Keep your client data updated and organized efficiently with this seamless workflow. Whenever information changes in Canopy, it triggers an update in vcita, ensuring your business client data remains consistent across both platforms. This is an ideal solution for businesses aiming for systematic and error-free client information management. This automation process saves valuable time by eliminating the need for manual updates.
- When this happens...Business Client Info Updated
Triggers when a business client's info is updated.
- automatically do this!Update Client
Updates a client.
- Free forever for core features
- 14 day trial for premium features & apps