Slack + vcita
Send direct messages in Slack for new clients in vcita
Every time you welcome a new client in vcita, ensure your team is informed instantly. This automation sends a direct message through Slack when a new client signs up in vcita. It enables real-time updates, ensures immediate follow-ups, and promotes effective communication within your team. Stay on top of your client management without any hassle.
Every time you welcome a new client in vcita, ensure your team is informed instantly. This automation sends a direct message through Slack when a new client signs up in vcita. It enables real-time updates, ensures immediate follow-ups, and promotes effective communication within your team. Stay on top of your client management without any hassle.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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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
