Square + vcita
Create new Square customers from new vcita clients
Easily manage your new clients from vcita by having their details populated in Square as customers. This workflow takes on the task so you can focus more on building relationships with your clientele. It's a seamless transition of client data between your favorite business tools to streamline your customer management process.
Easily manage your new clients from vcita by having their details populated in Square as customers. This workflow takes on the task so you can focus more on building relationships with your clientele. It's a seamless transition of client data between your favorite business tools to streamline your customer management process.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Customer
Triggers when a new customer is created.
- Free forever for core features
- 14 day trial for premium features & apps
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
