vcita + Yuccan

vcita + Yuccan integrations

Preregister new ambassadors in Yuccan 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 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.

When this happens...
New ClientTriggers when new client is created.
TriggerInstant
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Invite AmbassadorPreregister an Ambassador in your program
ActionWrite

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More things you can do with vcita and Yuccan

Discover other triggers and actions you can use with vcita and Yuccan

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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Created Invoice
Triggers when a new invoice is created
Trigger
Instant
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New Payment
Triggers when a new payment is created.
Trigger
Instant
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- Address
  Required
- Allow Online Payment
- Client ID
  Required
- Currency
  Required
- Due Date
  Required
- Invoice Number
- Issued At
  Required
- Amount
  Required
- Description
- Discount
- Quantity
  Required
- Title
  Required
- Note
- Send Email
- Source Campaign
- Source Channel
- Source Name
- Source URL
- Staff ID
- Status
- Title
- Name
  Required
- Rate
  Required
Action
Write
- Amount
  Required
- Client ID
  Required
- Currency
  Required
- Paid At
- Payment Method
  Required
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- Title
  Required
Action
Write

- Search Term
  Required
- Items Per Page
- Page Number
- Search By
Action
Search
Invitation Answered
Triggers when an invitation has been answered by an Ambassador.
Trigger
Instant
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Lead Updated
Triggers when a Lead is updated on Yuccan Lead.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Satisfaction Survey
Triggers when a new customer satisfaction survey is created.
Trigger
Instant
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- Lead ID
  Required
- Comment
  Required
- Notify Ambassador
- Author (SalesRep ID)
- Locale
Action
Write
- Lead ID
  Required
- Custom message (optional)
- Locale
- Company (Partnership only)
Action
Write
- Company name
  Required
- Postal address
  Required
- Company Size
  Required
- Primary Company unique identifier (ID)
- External unique identifier (ID)
- Locale
Action
Write
- Sales Rep ID
  Required
Action
Write
- Ambassador ID
  Required
- Sales Rep in charge
- Branch ID
- Custom fields
  Required
Action
Write
- Branch
- First Name
  Required
- Last Name
  Required
- Email address
  Required
- Relationship
  Required
- Phone number
- Sales rep ID in charge
- Welcome gift amount
- Welcome gift ways and means
- Locale
Action
Write
- Unique Identifier (ID)
- Email address
- Phone number
- Company (Partnership only)
Action
Search
- Only for answers
- Branch unique identifier
- Sales Rep unique identifier
- Invitation source
- Company (Partnership only)
Action
Search
- Email address
- First name
- Last name
- First account created
- Has Permission(s)
- Company (Partnership only)
Action
Search

New Client
Triggers when new client is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
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- Address
- Email Address
- First Name
  Required
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
Action
Write
- Client ID
  Required
- Title
- Message Text
  Required
- Message Direction
  Required
- Communication Channel
- Staff ID
Action
Write
- Client ID
  Required
- Address
- Email
- First Name
  Required
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write
- Lead ID (optional, for Search only)
Trigger
Instant
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Lead Affected
Lead has been affected to another Sales Rep.
Trigger
Instant
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New Ambassador
Triggers when a new Ambassador joined your program.
Trigger
Instant
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New Marketplace Transaction
Triggers when an Ambassador purchases a reward from the Marketplace.
Trigger
Instant
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Satisfaction Survey Answered
Triggers when a customer answers a satisfaction survey
Trigger
Instant
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- Lead ID
  Required
- Sales Rep ID
  Required
- Locale
Action
Write
- Ambassador Unique ID
  Required
- Ambassador List
  Required
- Action
  Required
Action
Write
- Branch
  Required
- First name
  Required
- Last name
  Required
- Email address
  Required
- Job position unique identifier (ID)
  Required
- Permissions
- Display on mobile app
- Enable monthly performance notification
- Notify by email
- Manager
- External ID
- Locale
Action
Write
- Ambassador ID
  Required
Action
Write
- Satisfaction Questionnaire ID
  Required
- Sales Rep
  Required
- Customer First Name
  Required
- Customer Last Name
  Required
- Customer Email Address
  Required
- Customer Phone Number
- Metadata
- Company (Partnership only)
- Locale
Action
Write
- Lead ID
  Required
- Target step
  Required
- Reward Level Name
- Reset Reward Level
- Notification Message
- Bonus payment
- Revenue generated
- Estimated payment date
- Validated by Sales Rep
- Invite Lead in Ambassador Program
- Locale
Action
Write
- Search by name
  Required
Action
Search
- Search query
- Search in data (Name of the field)
- Search in data (Value of the field)
- Lead ID
- Company (Partnership only)
Action
Search
- Questionnaire name
- Questionnaire ID
- Company (Partnership ONLY)
Action
Search

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.

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About Yuccan

Yuccan helps companies build successful customer satisfaction experiences. Journey starts with a satisfaction survey, and ends with a powerful referral program

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