vcita + Yuccan

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 Client
Triggers when new client is created.
TriggerInstant
automatically do this!
Preregister Ambassador
Preregister an Ambassador in your program
ActionWrite

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Supported triggers and actions

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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- 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
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.
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Instant
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Satisfaction Survey Answered
Triggers when a customer answers a satisfaction survey
Trigger
Instant
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- Lead IDRequired
- Sales Rep IDRequired
- Locale
Action
Write
- Ambassador Unique IDRequired
- Ambassador ListRequired
- ActionRequired
Action
Write
- BranchRequired
- First nameRequired
- Last nameRequired
- Email addressRequired
- 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 IDRequired
- Sales Rep in charge
- Branch ID
- Custom fieldsRequired
Action
Write
- Branch
- First NameRequired
- Last NameRequired
- Email addressRequired
- RelationshipRequired
- Phone number
- Sales rep ID in charge
- Welcome gift amount
- Welcome gift ways and means
- Locale
Action
Write
- 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
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
- 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 Satisfaction Survey
Triggers when a new customer satisfaction survey is created.
Trigger
Instant
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- Lead IDRequired
- CommentRequired
- Notify Ambassador
- Author (SalesRep ID)
- Locale
Action
Write
- Lead IDRequired
- Custom message (optional)
- Locale
- Company (Partnership only)
Action
Write
- Company nameRequired
- Postal addressRequired
- Plan unique identifier (ID)Required
- Company SizeRequired
- Primary Company unique identifier (ID)
- External unique identifier (ID)
- Locale
Action
Write
- Sales Rep IDRequired
Action
Write
- Satisfaction Questionnaire IDRequired
- Sales RepRequired
- Customer First NameRequired
- Customer Last NameRequired
- Customer Email AddressRequired
- Customer Phone Number
- Metadata
- Company (Partnership only)
- Locale
Action
Write
- Lead IDRequired
- Target stepRequired
- 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 nameRequired
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Yuccan

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

Related categories

Reviews

vcita + Yuccan

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

New Appointment

Created Invoice

New Payment

Create Invoice

Create Payment

Find Client

Invitation Answered

Lead Updated

New Lead

Satisfaction Survey Answered

Affect Lead to Sales Rep

Update Ambassador Membership

Create Sales Rep

Create Lead

Preregister Ambassador

Find Ambassador

Find Invitation

Find Sales Rep

New Client

New Invoice

Create Client

New Message

Update Client

Comment Added

Lead Affected

New Ambassador

New Satisfaction Survey

Add Comment to a Lead

Archive Lead

Create Company (Partnership Only)

Delete Sales Rep

New Satisfaction Survey

Update Lead

Find Branch

Find Lead

Find Satisfaction Questionnaire

About vcita

Related categories

Similar apps

Zapier Interfaces

About Yuccan

Related categories