Robly + vcita

Robly + vcita integrations

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.

When this happens...
New ClientTriggers when new client is created.
TriggerInstant
automatically do this!
Create ContactAdds a new contact.
ActionWrite

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More things you can do with vcita and Robly

Discover other triggers and actions you can use with vcita and Robly

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
Try It
- Address
  Required
- Allow Online Payment
- Client ID
  Required
- Currency
  Required
- Due Date
  Required
- Invoice Number
- Issued At
  Required
- Amount
  Required
- Description
- Discount
- Quantity
  Required
- Title
  Required
- Note
- Send Email
- Source Campaign
- Source Channel
- Source Name
- Source URL
- Staff ID
- Status
- Title
- Name
  Required
- Rate
  Required
Action
Write
- Amount
  Required
- Client ID
  Required
- Currency
  Required
- Paid At
- Payment Method
  Required
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- Title
  Required
Action
Write

- Search Term
  Required
- Items Per Page
- Page Number
- Search By
Action
Search
New Contact
Triggered when a new contact is added.
Trigger
Instant
Try It

- Email List
  Required
- Email
  Required
- Trigger Autoresponder
- Trigger Automation
Action
Write
- Email List
- Email
  Required
- First Name
- Last Name
- Trigger Autoresponder
- Trigger Automation
Action
Write
- Email
  Required
Action
Write
- Email
  Required
Action
Search

New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Address
- Email Address
- First Name
  Required
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
Action
Write
- Client ID
  Required
- Title
- Message Text
  Required
- Message Direction
  Required
- Communication Channel
- Staff ID
Action
Write
- Client ID
  Required
- Address
- Email
- First Name
  Required
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write
New List
Triggers when a new list is created.
Trigger
Instant
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New Unsubscribed Contact
Triggers when a contact is unsubscribed.
Trigger
Instant
Try It
- List Name
  Required
Action
Write
- Email List
  Required
- Email
  Required
Action
Write
- Email List
- Email
  Required
- First Name
- Last Name
Action
Write

About Robly

Robly is an email marketing solution designed for beginners and experts alike.

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier