Google Sheets + vcita
Add new vcita clients to Google Sheets as rows
Effortlessly maintain an organized client list with this vCita and Google Sheets workflow. When a new client is added in vCita, a row will be created in your Google Sheets spreadsheet, ensuring your client information is consistently up-to-date. Save time and improve productivity by eliminating manual data entry tasks.
Effortlessly maintain an organized client list with this vCita and Google Sheets workflow. When a new client is added in vCita, a row will be created in your Google Sheets spreadsheet, ensuring your client information is consistently up-to-date. Save time and improve productivity by eliminating manual data entry tasks.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
