Tally + vcita
Create new vcita messages from new Tally submissions
Simplify your communication management with this automation that initiates a new message in vcita whenever there's a new submission in Tally. This workflow ensures you'll always stay on top of each submission, managing responses quickly and efficiently. Enhance your productivity and provide immediate communication with clients, seamlessly bridging Tally and vcita.
Simplify your communication management with this automation that initiates a new message in vcita whenever there's a new submission in Tally. This workflow ensures you'll always stay on top of each submission, managing responses quickly and efficiently. Enhance your productivity and provide immediate communication with clients, seamlessly bridging Tally and vcita.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!New Message
Add a new textual message to an existing client.
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Select a formRequired
Try ItNew 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
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
