vcita + VideoAsk

Create vcita clients from new VideoAsk responses

Effortlessly manage new client data by connecting VideoAsk and vcita through this seamless workflow. Whenever a new response is received from a respondent in VideoAsk, it will create a new client in vcita, ensuring no vital information is missed and your client records are always up-to-date. This automation saves time and enhances your customer management process.

When this happens...
New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Organization
- VideoaskRequired
Trigger
Instant
Try It
- Organization
- VideoaskRequired
Trigger
Instant
Try It
- Organization IdRequired
- Name
- EmailRequired
- Phone Number
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Created Invoice
Triggers when a new invoice is created
Trigger
Instant
Try It

New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- AddressRequired
- 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
Action
Write

- AmountRequired
- Client IDRequired
- CurrencyRequired
- Paid At
- Payment MethodRequired
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- TitleRequired
Action
Write
- Search TermRequired
- Items Per Page
- Page Number
- Search By
Action
Search

- Organization
- VideoaskRequired
Trigger
Instant
Try It
- VideoaskRequired
- Name
- EmailRequired
- Phone Number
- Product Name
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
New Client
Triggers when new client is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Address
- Email Address
- First NameRequired
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
Action
Write
- Client IDRequired
- Title
- Message TextRequired
- Message DirectionRequired
- Communication Channel
- Staff ID
Action
Write
- Client IDRequired
- Address
- Email
- First NameRequired
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write

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.

Learn more