Update vcita clients with new Paperform form submissions
Effortlessly keep your client information up-to-date with this seamless workflow between Paperform and vcita. When a new form submission occurs in Paperform, the client's details will be updated in vcita, ensuring accurate and organized records. Save time by streamlining the process and focus on what's important - building strong client relationships.
Effortlessly keep your client information up-to-date with this seamless workflow between Paperform and vcita. When a new form submission occurs in Paperform, the client's details will be updated in vcita, ensuring accurate and organized records. Save time by streamlining the process and focus on what's important - building strong client relationships.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Update Client
Updates a client.
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FormRequired
Try ItNew 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
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