Google Sheets + vcita
Create spreadsheets in Google Sheets for new clients in vcita
This workflow initiates when you onboard a new client in vcita, culminating in the creation of a spreadsheet in Google Sheets. This efficient system is ideal for businesses that want to consolidate client information and track customer interaction in an organized manner. Stay updated with a seamless exchange of data between vcita and Google Sheets, simplifying your customer management process.
This workflow initiates when you onboard a new client in vcita, culminating in the creation of a spreadsheet in Google Sheets. This efficient system is ideal for businesses that want to consolidate client information and track customer interaction in an organized manner. Stay updated with a seamless exchange of data between vcita and Google Sheets, simplifying your customer management process.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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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
