Create new vcita clients from new Duda form responses
With this useful workflow, you can seamlessly streamline your client management process. When a new form response is submitted in Duda, a corresponding client will be instantly created in vCita in response. This efficient process saves you time on data entry and ensures all your client information is uniform and accurately recorded across platforms, improving your business operations.
With this useful workflow, you can seamlessly streamline your client management process. When a new form response is submitted in Duda, a corresponding client will be instantly created in vCita in response. This efficient process saves you time on data entry and ensures all your client information is uniform and accurately recorded across platforms, improving your business operations.
- When this happens...New Form Response
Triggers when a new form response is submitted (available for Team plan and up)
- automatically do this!Create Client
Creates a new client.
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