Create vcita clients from new Gravity Forms submissions
Easily streamline your client onboarding process with this efficient workflow. When a new form is submitted in Gravity Forms, a new client profile will be created in vcita, saving you time and reducing manual data entry. Keep your client information organized and up-to-date, allowing you to focus on providing excellent service.
Easily streamline your client onboarding process with this efficient workflow. When a new form is submitted in Gravity Forms, a new client profile will be created in vcita, saving you time and reducing manual data entry. Keep your client information organized and up-to-date, allowing you to focus on providing excellent service.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Client
Creates a new client.
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