vCita

vCita + SalesforceIQ Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect vCita and SalesforceIQ, with as many as 15 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect vCita + SalesforceIQ 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 Relationship (V2)

Triggers when a relationship is created.

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

New Payment

Triggers when a new payment is created.

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

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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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SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

See SalesforceIQ Integrations