Update vcita clients with new form responses from POWR Form Builder
When a new response is received in POWR Form Builder, this workflow promptly updates the client's details in vcita. This seamless process benefits businesses by ensuring client information is always up to date, fostering efficient communication. No manual intervention is necessary, saving precious time that can be utilized more productively elsewhere.
When a new response is received in POWR Form Builder, this workflow promptly updates the client's details in vcita. This seamless process benefits businesses by ensuring client information is always up to date, fostering efficient communication. No manual intervention is necessary, saving precious time that can be utilized more productively elsewhere.
- When this happens...New Form Response
Trigger when there is new form response.
- 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