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.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
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
