NiceJob + vcita
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.
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 Client
Triggers when new client is created.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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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
