Salesforce + vcita
Create Salesforce leads from new vCita clients
Adding clients to vCita? Now you automatically add new Salesforce contacts anytime one of your vCita forms is filled out. Let the computers do the tedious work for you.
Adding clients to vCita? Now you automatically add new Salesforce contacts anytime one of your vCita forms is filled out. Let the computers do the tedious work for you.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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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
