Google Docs + vcita
Create document from text in Google Docs for new clients in vcita
Ensure your onboarding process is seamless and efficient with this integration that links vcita and Google Docs. When a new client is added in vcita, it prompts a new document creation in Google Docs immediately. This streamlined workflow means less manual data entry for you, keeping your focus on your client relationships and service delivery.
Ensure your onboarding process is seamless and efficient with this integration that links vcita and Google Docs. When a new client is added in vcita, it prompts a new document creation in Google Docs immediately. This streamlined workflow means less manual data entry for you, keeping your focus on your client relationships and service delivery.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Document from Text
Create a new document from text. Also supports limited HTML.
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- 14 day trial for premium features & apps
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
