vcita + WPForms
Create new vcita clients from new WPForms entries
Effortlessly streamline your client management process with this seamless workflow. Whenever there's a new form entry on WPForms, it prompts the creation of a new client in vCita. This not only simplifies your data entry work but also ensures a faster and error-free client onboarding. No more manual transfers, let this automation enhance your productivity.
Effortlessly streamline your client management process with this seamless workflow. Whenever there's a new form entry on WPForms, it prompts the creation of a new client in vCita. This not only simplifies your data entry work but also ensures a faster and error-free client onboarding. No more manual transfers, let this automation enhance your productivity.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Client
Creates a new client.
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FormRequired
Try ItNew 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 It
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New 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
