vCita

vCita + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect vCita and Redtail CRM, with as many as 18 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect vCita + Redtail CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Invoice

Triggers when a new invoice is issued.

Create Busy Time

Creates a block of time during which you are busy according to your vCita calendar.

New Appointment

Triggers when a new appointment is created.

Create Client

Creates a new client.

New Client

Triggers when new client is created.

Create Conversation

Creates a new conversation.

New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

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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.

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Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

See Redtail CRM Integrations