NiceJob + vcita integrations
Create or update persons in NiceJob when new clients are added in vcita
This workflow kicks into gear when there's a new client in your vcita app, swiftly reflecting this update in your NiceJob app by creating or updating the person's details. It saves you valuable time by transferring details between the two platforms, keeping your records up-to-date without any manual intervention. Perfect for businesses that want to stay on top of their client management, this workflow ensures no new client goes unnoticed in your NiceJob app.
- When this happens...New ClientTriggers when new client is created.
- automatically do this!Create or Update PersonCreates a new Person or updates an exisitng person with the given email.
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More things you can do with vcita and NiceJob
Discover other triggers and actions you can use with vcita and NiceJob
- New Appointment
Triggers when a new appointment is created.
Try ItTriggerInstant - Created Invoice
Triggers when a new invoice is created
Try ItTriggerInstant - New Payment
Triggers when a new payment is created.
Try ItTriggerInstant - 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
ActionWrite
- New Client
Triggers when new client is created.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is issued.
Try ItTriggerInstant - Address
- Email Address
- First NameRequired
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
ActionWrite- Client IDRequired
- Title
- Message TextRequired
- Message DirectionRequired
- Communication Channel
- Staff ID
ActionWrite
NiceJob is a platform that helps you get more customer reviews and build a great reputation online.
Related categories
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.
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