monday.com + vcita
Create new items in monday.com when new appointments are made in vcita
Let Monday.com keep up with your busy schedule with vCita. With this workflow, every new appointment made in vCita transforms into a new item on your Monday.com board. Manage your appointments effortlessly and stay organized, eliminating the hassle of manual transfer. Keep your focus where it matters the most - serving your clients.
Let Monday.com keep up with your busy schedule with vCita. With this workflow, every new appointment made in vCita transforms into a new item on your Monday.com board. Manage your appointments effortlessly and stay organized, eliminating the hassle of manual transfer. Keep your focus where it matters the most - serving your clients.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Item
Create a new Item in a board
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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
