Jills Office + vcita integrations
Create vcita clients from new action items in Jill's Office
Activate this template to automatically use the contact info you get from a new Jill's Office action item to generate a vcita client.
- When this happens...New Action ItemTriggers when a new action item is created.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Jills Office and vcita
Discover other triggers and actions you can use with Jills Office and vcita
- New Action Item
Triggers when a new action item is created.
Try ItTriggerInstant - First Name
- Last Name
- Email
- Phone NumberRequired
- SourceRequired
- More information
ActionWrite- New Client
Triggers when new client is created.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is issued.
Try ItTriggerInstant
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Appointment
Triggers when a new appointment is created.
Try ItTriggerInstant - Created Invoice
Triggers when a new invoice is created
Try ItTriggerInstant - New Payment
Triggers when a new payment is created.
Try ItTriggerInstant
Related categories
vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.
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