New for Our vCita Integration: Find Clients and Trigger Zaps for New Invoices and Conversations
Matthew Guay / May 24, 2018
Your CRM has details about all of your clients, details you'll often want to use in your other workflows—perhaps to send them an email, personalize a contract with their address, and more. vCita's recently updated Zapier integration simplifies that by letting Zapier search for clients with the new Find Client action. It can search your CRM for clients by email, and copy their details to use in your Zaps.
You can now also start Zaps whenever a new invoices is added to vCita with the New Invoice trigger. Together, they'll help you build a more detailed workflow around your contact work.
→ Automate vCita with Zapier's vCita integrations.