ClickUp + vcita
Create tasks in ClickUp for every new client in vcita
When a new client joins your vcita platform, streamline your workflow by creating a corresponding task in ClickUp. This streamlined system ensures that your new client information seamlessly flows into your task management activities without needing manual data transfer. Enjoy the benefits of efficient client management and task organization in your everyday operations.
When a new client joins your vcita platform, streamline your workflow by creating a corresponding task in ClickUp. This streamlined system ensures that your new client information seamlessly flows into your task management activities without needing manual data transfer. Enjoy the benefits of efficient client management and task organization in your everyday operations.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Create Task
Creates a new task.
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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
