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vcita + Yuccan Lead

Preregister new ambassadors in Yuccan Lead when new clients are added in vcita

Every time you onboard a new client in vcita, this process springs into action, capturing their data and pre-registering them as an ambassador in your Yuccan Lead system. It's the seamless bridge between your tools, eliminating manual data entry and freeing up your time to concentrate on fostering strong client relationships.

Every time you onboard a new client in vcita, this process springs into action, capturing their data and pre-registering them as an ambassador in your Yuccan Lead system. It's the seamless bridge between your tools, eliminating manual data entry and freeing up your time to concentrate on fostering strong client relationships.

  1. When this happens...
    vcitavcita
    New Client

    Triggers when new client is created.

    TriggerInstant
  2. automatically do this!
    Yuccan LeadYuccan Lead
    Preregister Ambassador

    Preregister an Ambassador in your program

    ActionWrite
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Supported triggers and actions

What does this mean?
  • vcita triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    Created Invoice

    Triggers when a new invoice is created

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    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
  • vcita triggers, actions, and search

    New Client

    Triggers when new client is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    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
vcita logo
vcita logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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yuccan-lead logo

About Yuccan Lead

Yuccan Lead helps companies to build a custom referral program for their customers so that they can receive referrals from them

Related categories