Jills Office + vcita

Create vcita clients from new action items in Jill's Office

Activate this template to automatically use the contact info you get from a new Jill's Office action item to generate a vcita client.

When this happens...
New Action Item
Triggers when a new action item is created.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

New Action Item
Triggers when a new action item is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone NumberRequired
- SourceRequired
- More information
Action
Write
New Client
Triggers when new client is created.
Trigger
Instant
Try It
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
- Client IDRequired
- Address
- Email
- First NameRequired
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Created Invoice
Triggers when a new invoice is created
Trigger
Instant
Try It
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
- AmountRequired
- Client IDRequired
- CurrencyRequired
- Paid At
- Payment MethodRequired
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- TitleRequired
Action
Write
- Search TermRequired
- Items Per Page
- Page Number
- Search By
Action
Search

About Jills Office

Jill's Office is a virtual receptionist center that answers calls and website chats for your business.

Related categories

CRM (Customer Relationship Management)

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 more