Cognito Forms + vcita

Cognito Forms + vcita integrations

Create vcita clients from new Cognito Forms entries

Easily manage your client data by connecting Cognito Forms and vcita. With this workflow, every time you receive a new entry in Cognito Forms, a client will be created in vcita, ensuring your records stay up-to-date and organized. Streamline your client onboarding process and save time with this seamless automation.

When this happens...
New EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Cognito Forms and vcita

Discover other triggers and actions you can use with Cognito Forms and vcita

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Entry Id
  Required
- Template Number
  Required
Action
Search

- Form
  Required
- Entry View ID
  Required
- Max Results per Page
- Skip Count
- Return IDs Only
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

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
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

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Formdesk

Forms & Surveys

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier