Update vcita clients with new Formidable Forms entries
Keep your client information up-to-date with this seamless automation. When a new entry is submitted through Formidable Forms, this workflow will update the corresponding client's details in vcita, ensuring you always have the most accurate information at your fingertips. Say goodbye to manual updates and focus on nurturing your client relationships.
Keep your client information up-to-date with this seamless automation. When a new entry is submitted through Formidable Forms, this workflow will update the corresponding client's details in vcita, ensuring you always have the most accurate information at your fingertips. Say goodbye to manual updates and focus on nurturing your client relationships.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Update Client
Updates a client.
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