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Formstack + vcita

Update vcita clients with new Formstack submissions

Streamline your client update process by connecting Formstack and vcita. With this workflow, every time a new submission is received in Formstack, the client information will be updated in vcita, ensuring you have the most up-to-date details. Maintain accurate client records while reducing manual data entry and save valuable time for your business.

Streamline your client update process by connecting Formstack and vcita. With this workflow, every time a new submission is received in Formstack, the client information will be updated in vcita, ensuring you have the most up-to-date details. Maintain accurate client records while reducing manual data entry and save valuable time for your business.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    vcitavcita
    Update Client

    Updates a client.

    ActionWrite
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Supported triggers and actions

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

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It

    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
  • 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

    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    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
formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

Related categories

  • Forms & Surveys

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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

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Related Zap Templates

  • Create vcita clients from new Formstack submissions

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