DocuSign + vcita Integrations
How to connect DocuSign + vcita
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Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
New AppointmentTriggers when a new appointment is created.Trigger- New ClientTriggers when new client is created.Trigger
- Created InvoiceTriggers when a new invoice is createdTrigger
- New InvoiceTriggers when a new invoice is issued.Trigger
- New PaymentTriggers when a new payment is created.Trigger
- vcita
Creates a new client.
Scheduled
Action
- vcita
Create a new invoice in vcita. Can currently create an invoice with just one line item.
Scheduled
Action
- vcita
Add a new textual message to an existing client.
Scheduled
Action
- vcita
Create new payment.
Scheduled
Action
- vcita
Updates a client.
Scheduled
Action
- vcita
Find client by email.
Scheduled
Action
How DocuSign + vcita Integrations Work
- Step 1: Authenticate DocuSign and vcita.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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.
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