Google Contacts + vcita
Add new vcita clients to groups in Google Contacts instantly
When a new client is added in vcita, this workflow promptly ensures the details are organized in Google Contacts by adding that contact to a specific group. It's a seamless process that adequately merges your vcita and Google Contact applications, helping you keep track of all client information effortlessly. This workflow saves valuable time, ensuring your client details are always properly stored and easily accessible.
When a new client is added in vcita, this workflow promptly ensures the details are organized in Google Contacts by adding that contact to a specific group. It's a seamless process that adequately merges your vcita and Google Contact applications, helping you keep track of all client information effortlessly. This workflow saves valuable time, ensuring your client details are always properly stored and easily accessible.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Add Contact to Groups
Adds an existing contact to a group(s).
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New Appointment
Triggers when a new appointment is created.
Try ItCreated Invoice
Triggers when a new invoice is created
Try ItNew Payment
Triggers when a new payment is created.
Try ItAddressRequired
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
New Client
Triggers when new client is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItAddress
Email Address
First NameRequired
Last Name
Phone Number
Source campaign
Source channel
Source name
Source Url
Staff ID
Status
Tags
Client IDRequired
Title
Message TextRequired
Message DirectionRequired
Communication Channel
Staff ID
