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Jotform + vcita

Jotform + vcita

Jotform + vcita integrations

Create Jotform submissions from new vcita invoices

Create powerful invoicing workflows with the seamless connection of vcita and JotForm. Whenever a new invoice is crafted within vcita, the same data is instantly used to generate an identical invoice in JotForm. This eliminates the need for manual data transcription, ensuring that your JotForm records stay in perfect alignment with your vcita transactions, thus creating a smoother and more productive billing operation. This streamlined process is designed for efficiency, guaranteeing a significant boost in your productivity.

  1. When this happens...
    Created Invoice
    Created Invoice
    Created InvoiceTriggers when a new invoice is created
  2. automatically do this!
    Create Submission
    Create Submission
    Create SubmissionGenerate a new submission for your form
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More things you can do with vcita and Jotform

Discover other triggers and actions you can use with vcita and Jotform

  • vcita triggers, actions, and search
    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
    • Address
      Required
    • Allow Online Payment
    • Client ID
      Required
    • Currency
      Required
    • Due Date
      Required
    • Invoice Number
    • Issued At
      Required
    • Amount
      Required
    • Description
    • Discount
    • Quantity
      Required
    • Title
      Required
    • Note
    • Send Email
    • Source Campaign
    • Source Channel
    • Source Name
    • Source URL
    • Staff ID
    • Status
    • Title
    • Name
      Required
    • Rate
      Required
    Action
    Write
    • Address
    • Email Address
    • First Name
      Required
    • Last Name
    • Phone Number
    • Source campaign
    • Source channel
    • Source name
    • Source Url
    • Staff ID
    • Status
    • Tags
    Action
    Write
    • Client ID
      Required
    • Title
    • Message Text
      Required
    • Message Direction
      Required
    • Communication Channel
    • Staff ID
    Action
    Write
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About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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About vcita
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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