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monday.com + vcita

Create new items in monday.com for every new client in vcita

Streamline your client management process with this efficient automation. When a new client is added in vcita, an item is immediately created in monday.com. This allows for better organization and quick access to essential client information. Enjoy a smoother workflow and stay on top of your client relationships with this easy solution.

Streamline your client management process with this efficient automation. When a new client is added in vcita, an item is immediately created in monday.com. This allows for better organization and quick access to essential client information. Enjoy a smoother workflow and stay on top of your client relationships with this easy solution.

  1. When this happens...
    vcitavcita
    New Client

    Triggers when new client is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • vcita triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    Created Invoice

    Triggers when a new invoice is created

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    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
  • vcita triggers, actions, and search

    New Client

    Triggers when new client is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    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
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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  • Project Management

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vcita logo
vcita logo

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

Related categories

  • CRM (Customer Relationship Management)

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