vcita Integrations

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CRM (Customer Relationship Management)

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Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Mailchimp

Email Newsletters

Gmail

Email, Google

ActiveCampaign

Marketing Automation

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Developer Tools, Zapier

Webhooks by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Mailchimp

Email Newsletters

Gmail

Email, Google

ActiveCampaign

Marketing Automation

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Developer Tools, Zapier

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Mailchimp

Email Newsletters

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Popular ways to use vcita workflows

Add new vcita clients to Google Contacts
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vcita + Google Contacts
More details
When this happens
Step 1: New Client
Then do this
Step 2: Create Contact
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Add new vcita clients to Google Contacts
Add new vcita clients to Google Contacts
vcita + Google Contacts
Add detailed events on Google Calendar for new vcita appointments
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vcita + Google Calendar
More details
When this happens
Step 1: New Appointment
Then do this
Step 2: Create Detailed Event
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Add detailed events on Google Calendar for new vcita appointments
Add detailed events on Google Calendar for new vcita appointments
vcita + Google Calendar
Add new vcita contact to Constant Contact lists
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vcita + Constant Contact
More details
When this happens
Step 1: New Client
Then do this
Step 2: Create Contact
See Zap details Try it
Add new vcita contact to Constant Contact lists
Add new vcita contact to Constant Contact lists
vcita + Constant Contact
Add new vcita clients to Mailchimp lists
Try it
vcita + Mailchimp
More details
When this happens
Step 1: New Client
Then do this
Step 2: Add/Update Subscriber
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Add new vcita clients to Mailchimp lists
Add new vcita clients to Mailchimp lists
vcita + Mailchimp
Add new Google Contacts to vcita CRM
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Google Contacts + vcita
More details
When this happens
Step 1: New or Updated Contact
Then do this
Step 2: Create Client
See Zap details Try it
Add new Google Contacts to vcita CRM
Add new Google Contacts to vcita CRM
Google Contacts + vcita
Create AWeber subscribers from new vcita contacts
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vcita + AWeber
More details
When this happens
Step 1: New Client
Then do this
Step 2: Create Subscriber
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Create AWeber subscribers from new vcita contacts
Create AWeber subscribers from new vcita contacts
vcita + AWeber
Create Salesforce leads from new vCita clients
Premium
Try it
vcita + Salesforce
More details
When this happens
Step 1: New Client
Then do this
Step 2: Create Record
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Create Salesforce leads from new vCita clients
Premium
Create Salesforce leads from new vCita clients
vcita + Salesforce
Create vcita clients for new submissions on Jotform
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Jotform + vcita
More details
When this happens
Step 1: New Submission
Then do this
Step 2: Create Client
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Create vcita clients for new submissions on Jotform
Create vcita clients for new submissions on Jotform
Jotform + vcita

Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
New Client
Triggers when new client is created.
Trigger
Instant
Created Invoice
Triggers when a new invoice is created
Trigger
Instant
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
New Payment
Triggers when a new payment is created.
Trigger
Instant
Create Client
Creates a new client.
Action
Write
Create Invoice
Create a new invoice in vcita. Can currently create an invoice with just one line item.
Action
Write
New Message
Add a new textual message to an existing client.
Action
Write
vcita
Create new payment.
Scheduled
Action
vcita
Updates a client.
Scheduled
Action
vcita
Find client by email.
Scheduled
Action

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.

Related categories

CRM (Customer Relationship Management)

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Popular vcita Integrations