Robly + vcita
Add new vcita clients to Robly as contacts instantly
Boost your relationship management efficiency with this seamless workflow. When a new client is added in vcita, it will create a contact in Robly swiftly. By streamlining the update process between vcita and Robly, this automation saves you time and ensures that your contact information is always up-to-date for efficient client communication.
Boost your relationship management efficiency with this seamless workflow. When a new client is added in vcita, it will create a contact in Robly swiftly. By streamlining the update process between vcita and Robly, this automation saves you time and ensures that your contact information is always up-to-date for efficient client communication.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Contact
Adds a new contact.
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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
