PandaDoc + vcita
Manage new vcita clients by creating or updating contacts in PandaDoc
Keep your contacts updated in real time with workflows that link vcita and PandaDoc. Whenever you add a new client in vcita, this automation creates or updates a contact in PandaDoc, ensuring your client information stays accurate, current, and easily accessible. Streamline your client management process and save time with this seamless connectivity.
Keep your contacts updated in real time with workflows that link vcita and PandaDoc. Whenever you add a new client in vcita, this automation creates or updates a contact in PandaDoc, ensuring your client information stays accurate, current, and easily accessible. Streamline your client management process and save time with this seamless connectivity.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
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- 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
