Ontraport + vcita

Create vcita clients from new Ontraport contacts

Effortlessly streamline your client management process with this workflow between Ontraport and vcita. When a new contact is added to your Ontraport account, this automation will create a client in vcita, saving you time and ensuring a seamless transfer of information. Focus on delivering top-notch services to your clients while this workflow takes care of organizing your contact data.

When this happens...
New Contact
Triggers when a new contact is added to Ontraport.
TriggerPolling
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is added to Ontraport.
Trigger
Polling
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- Product IdRequired
Trigger
Instant
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- Product IdRequired
Trigger
Instant
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- Email
- Last Name
- First Name
- Address
- City
- State
- Zip Code
- Address Line 2
- Country
- Office Phone
- SMS Number
- Birthday
- Title
- Fax
- Website
- Company
- First Campaign
- First Content
- First Lead Source
- First Medium
- First Term
- Last Campaign
- Last Content
- Last Lead Source
- Last Medium
- Last Term
- Facebook
- Instagram
- Twitter
- Linkedin
- Profile Image
- Sequence
- Tag
Action
Write
- SearchRequired
Action
Search

New Client
Triggers when new client is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
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- 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
- Client IDRequired
- Address
- Email
- First NameRequired
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write

- FormRequired
Trigger
Instant
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- TagRequired
- Object TypeRequired
Trigger
Instant
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- TagRequired
- Object TypeRequired
Trigger
Instant
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- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Created Invoice
Triggers when a new invoice is created
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
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- 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
- AmountRequired
- Client IDRequired
- CurrencyRequired
- Paid At
- Payment MethodRequired
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- TitleRequired
Action
Write
- Search TermRequired
- Items Per Page
- Page Number
- Search By
Action
Search

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

Learn more

Related categories

Marketing Automation

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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