LeadConnector + vcita

LeadConnector + vcita integrations

Add newly acquired vcita clients to LeadConnector as contacts instantly

Manage your communication with new clientele more effectively with this workflow. When a new client is added in the vcita app, it will stimulate an Add/Update Contact operation in the LeadConnector app. This streamlines the step of updating your contact list, allowing you to keep focus on fostering client relationships.

When this happens...
New ClientTriggers when new client is created.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with vcita and LeadConnector

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

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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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
- 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
- Amount
  Required
- Client ID
  Required
- Currency
  Required
- Paid At
- Payment Method
  Required
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- Title
  Required
Action
Write

- Search Term
  Required
- Items Per Page
- Page Number
- Search By
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write

- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

New Client
Triggers when new client is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
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- 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
- Client ID
  Required
- Address
- Email
- First Name
  Required
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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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.