Create integrations between CRM Web App and Vitally to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
Try It - New Not Active Client
Triggers when a not active client is added or when an existing client is assigned as a not active client.
Try It - First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
- First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
- New Client
Triggers when a new client is added or when an existing client is assigned as a client.
Try It - New Lead
Triggers when a new lead is added or when an existing client is assigned as a lead.
Try It - First NameRequired
- Last NameRequired
- Email
- Company
- Address
- City
- Zip Code
- State
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
- Customer Created
Triggers when a new Customer is created in Vitally
Try It