Instapage + vcita
Create vcita clients from new Instapage form submissions
Save time and streamline your client onboarding process with this Instapage to vCita automation. Whenever a new form submission is received on Instapage, a new client will be created in vCita, ensuring you have all the necessary information for a smooth onboarding experience. Stop manually transferring data between platforms and let this workflow do the heavy lifting for you.
Save time and streamline your client onboarding process with this Instapage to vCita automation. Whenever a new form submission is received on Instapage, a new client will be created in vCita, ensuring you have all the necessary information for a smooth onboarding experience. Stop manually transferring data between platforms and let this workflow do the heavy lifting for you.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
PageRequired
Help Text
Try ItNew 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
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
