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Flodesk + vcita

Add new vcita clients to Flodesk workflows as existing subscribers

Effortlessly manage your new clients with this vcita and Flodesk integration. When a new client is added in vcita, this workflow will automatically add them as an existing subscriber to a Flodesk workflow, keeping your email marketing efforts organized and up-to-date. Simplify your client onboarding process and ensure a seamless communication experience with this time-saving automation.

Effortlessly manage your new clients with this vcita and Flodesk integration. When a new client is added in vcita, this workflow will automatically add them as an existing subscriber to a Flodesk workflow, keeping your email marketing efforts organized and up-to-date. Simplify your client onboarding process and ensure a seamless communication experience with this time-saving automation.

  1. When this happens...
    vcitavcita
    New Client

    Triggers when new client is created.

    TriggerInstant
  2. automatically do this!
    FlodeskFlodesk
    Add Existing Subscriber to Workflow

    Adds a subscriber to a workflow. Note: the email address must already exist in Flodesk, or this zap will fail.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • vcita triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    Created Invoice

    Triggers when a new invoice is created

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    New Payment

    Triggers when a new payment is created.

    Trigger
    Instant
    Try It

    • AddressRequired

    • Allow Online Payment

    • Client IDRequired

    • CurrencyRequired

    • Due DateRequired

    • Invoice Number

    • Issued AtRequired

    • AmountRequired

    • Description

    • Discount

    • QuantityRequired

    • TitleRequired

    • Note

    • Send Email

    • Source Campaign

    • Source Channel

    • Source Name

    • Source URL

    • Staff ID

    • Status

    • Title

    • NameRequired

    • RateRequired

    Action
    Write
  • vcita triggers, actions, and search

    New Client

    Triggers when new client is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    New Invoice

    Triggers when a new invoice is issued.

    Trigger
    Instant
    Try It

    • Address

    • Email Address

    • First NameRequired

    • Last Name

    • Phone Number

    • Source campaign

    • Source channel

    • Source name

    • Source Url

    • Staff ID

    • Status

    • Tags

    Action
    Write

    • Client IDRequired

    • Title

    • Message TextRequired

    • Message DirectionRequired

    • Communication Channel

    • Staff ID

    Action
    Write
flodesk logo
flodesk logo

About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.
Learn moreHelp

Related categories

  • Email Newsletters
vcita logo
vcita logo

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 moreHelp

Related categories

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