Brevo + vcita
Add or update Brevo contacts when new clients are added in vcita
Streamline your client management process with this efficient workflow. When you add a new client in vcita, their details are instantly updated or added as a new contact in your Brevo system. It simplifies data entry, ensuring you have all the latest information in one place, thereby improving communication and service delivery.
Streamline your client management process with this efficient workflow. When you add a new client in vcita, their details are instantly updated or added as a new contact in your Brevo system. It simplifies data entry, ensuring you have all the latest information in one place, thereby improving communication and service delivery.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Add or Update Contact
Adds or updates a contact.
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New 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 ItAddressRequired
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
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
Client IDRequired
Title
Message TextRequired
Message DirectionRequired
Communication Channel
Staff ID
