Jotform + vcita

Create vcita clients for new submissions on Jotform

One of the elements for effective engagement is immediate action, but having a manual export/import process between your client-gathering Jotform and vCita workflow only serves to slow you down. Let us do the work for you with this integration. Once active, it will trigger automatically with every new Jotform submission after you've set things up, using the data to create a client on vCita so you can kickstart your relationship the moment they're first engaged.

When this happens...
New Submission
Triggers when a new submission has been added to a specific form.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Created Invoice
Triggers when a new invoice is created
Trigger
Instant
Try It

New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- AddressRequired
- 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
Action
Write

- AmountRequired
- Client IDRequired
- CurrencyRequired
- Paid At
- Payment MethodRequired
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- TitleRequired
Action
Write
- Search TermRequired
- Items Per Page
- Page Number
- Search By
Action
Search

- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Address
- Email Address
- First NameRequired
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
Action
Write
- Client IDRequired
- Title
- Message TextRequired
- Message DirectionRequired
- Communication Channel
- Staff ID
Action
Write
- Client IDRequired
- Address
- Email
- First NameRequired
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write

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.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

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Typeform

Forms & Surveys

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Jotform + vcita

Create vcita clients for new submissions on Jotform

New Submission

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

New Appointment

Created Invoice

New Payment

Create Invoice

AddressRequired

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

Create Payment

AmountRequired

Client IDRequired

CurrencyRequired

Paid At

Payment MethodRequired

Payment Subject ID

Payment Subject Type

Send Receipt

Staff ID

TitleRequired

Find Client

Search TermRequired

Items Per Page

Page Number

Search By

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Client

New Invoice

Create Client

Address

Email Address

First NameRequired

Last Name

Phone Number

Source campaign