LeadConnector + vcita
Create and manage LeadConnector contacts from new vcita appointments
When a new appointment is scheduled in vcita, this workflow ensures that contact details are immediately updated in LeadConnector. It serves as a real-time link between your booking and lead management tools, reducing manual data entry and ensuring you always have the latest client information at hand. Use this workflow to seamlessly maintain your contact database.
When a new appointment is scheduled in vcita, this workflow ensures that contact details are immediately updated in LeadConnector. It serves as a real-time link between your booking and lead management tools, reducing manual data entry and ensuring you always have the latest client information at hand. Use this workflow to seamlessly maintain your contact database.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
New 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
Client IDRequired
Title
Message TextRequired
Message DirectionRequired
Communication Channel
Staff ID
