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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from vcita.

Add your action

An action happens after the trigger—such as "Add Contacts to a Sequence" in Whippy.

You’re connected!

Zapier seamlessly connects vcita and Whippy, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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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- Address
  Required
- Allow Online Payment
- Client ID
  Required
- Currency
  Required
- Due Date
  Required
- Invoice Number
- Issued At
  Required
- Amount
  Required
- Description
- Discount
- Quantity
  Required
- Title
  Required
- Note
- Send Email
- Source Campaign
- Source Channel
- Source Name
- Source URL
- Staff ID
- Status
- Title
- Name
  Required
- Rate
  Required
Action
Write
- Amount
  Required
- Client ID
  Required
- Currency
  Required
- Paid At
- Payment Method
  Required
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- Title
  Required
Action
Write

- Search Term
  Required
- Items Per Page
- Page Number
- Search By
Action
Search
- Limit
- Offset
Trigger
Polling
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- Agent Name
- Limit
- Offset
Trigger
Polling
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- Limit
- Offset
Trigger
Polling
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- Limit
- Offset
- Title
Trigger
Polling
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Call Analyzed
Triggers when a new call is analyzed in Whippy.
Trigger
Instant
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Call Started
Triggers when a new call is started in Whippy.
Trigger
Instant
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Campaign Updated
Triggers when a campaign is updated in Whippy.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated in Whippy.
Trigger
Instant
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Conversation Updated
Triggers when a conversation is updated in Whippy.
Trigger
Instant
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Message Template Created
Triggers when a new message template is created in Whippy.
Trigger
Instant
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Message Template Updated
Triggers when a message template is updated in Whippy.
Trigger
Instant
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New Custom Object Created
Triggers when a new custom object is created in Whippy.
Trigger
Instant
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New Custom Object Record Created
Triggers when a new custom object record is created in Whippy.
Trigger
Instant
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New Custom Object Record Updated
Triggers when a new custom object record is updated in Whippy.
Trigger
Instant
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New Custom Property Created
Triggers when a new custom property is created in Whippy.
Trigger
Instant
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New Custom Property Updated
Triggers when a new custom property is updated in Whippy.
Trigger
Instant
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New Custom Property Value Deleted
Triggers when a new custom property value is deleted in Whippy.
Trigger
Instant
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New Lead
Triggers when a new lead is created in Whippy.
Trigger
Instant
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New Sequence Run Created
Triggers when a new sequence run is created in Whippy.
Trigger
Instant
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New Step Contact Created
Triggers when a new step contact is created in Whippy.
Trigger
Instant
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Sequence Created
Triggers when a new sequence is created in Whippy.
Trigger
Instant
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- Limit
- Offset
Trigger
Polling
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- Title
  Required
- Body
  Required
- From
  Required
- To - Array of objects (Email, Name, Phone Number)
  Required
- Attachments
- Schedule_at
- Contacts with open conversations
- Time since last campaign
Action
Write
- Location
  Required
- Name
  Required
- Phone
  Required
- Email
- Source
- Inbound_message
  Required
- Outbound_message
- Status
- Assigned User
- Conversation Unread
Action
Write
- Contact ID
  Required
Action
Write
- Agent
  Required
- From
  Required
- To
  Required
Action
Write
- Limit
- Offset
- Title
Action
Search
- Campaign ID
  Required
Action
Search
- Channel ID
  Required
Action
Search
- Agent
  Required
Action
Search
- Call
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Sequence ID
  Required
Action
Search
- Limit
- Offset
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
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- Address
- Email Address
- First Name
  Required
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
Action
Write
- Client ID
  Required
- Title
- Message Text
  Required
- Message Direction
  Required
- Communication Channel
- Staff ID
Action
Write
- Client ID
  Required
- Address
- Email
- First Name
  Required
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write
- Limit
- Offset
- Title
Trigger
Polling
Try It
- Limit
- Offset
- Name
- Email
- Phone
- Channels - Array of objects (Channel ID, Chanel Phone Number)
- Created By
Trigger
Polling
Try It
- Before
- After
- Limit
- Offset
Trigger
Polling
Try It
- Sequence ID
  Required
Trigger
Polling
Try It
- Sequence ID
  Required
Trigger
Polling
Try It
Call Ended
Triggers when a new call is ended in Whippy.
Trigger
Instant
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Campaign Created
Triggers when a new campaign is created in Whippy.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in Whippy.
Trigger
Instant
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Conversation Created
Triggers when a new conversation is created in Whippy.
Trigger
Instant
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Link Click
Triggers when a link is clicked in a campaign.
Trigger
Instant
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Message Template Deleted
Triggers when a message template is deleted in Whippy.
Trigger
Instant
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Message Updated
Triggers when a message is updated in Whippy.
Trigger
Instant
Try It
New Custom Object Deleted
Triggers when a new custom object is deleted in Whippy.
Trigger
Instant
Try It
New Custom Object Record Deleted
Triggers when a new custom object record is deleted in Whippy.
Trigger
Instant
Try It
New Custom Object Updated
Triggers when a new custom object is updated in Whippy.
Trigger
Instant
Try It
New Custom Property Deleted
Triggers when a new custom property is deleted in Whippy.
Trigger
Instant
Try It
New Custom Property Value Created
Triggers when a new custom property value is created in Whippy.
Trigger
Instant
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New Custom Property Value Updated
Triggers when a new custom property value is updated in Whippy.
Trigger
Instant
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New Message Sent
Triggers when a new message is sent in Whippy.
Trigger
Instant
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New Sequence Run Updated
Triggers when a sequence run is updated in Whippy.
Trigger
Instant
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New Step Contact Updated
Triggers when a step contact is updated in Whippy.
Trigger
Instant
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Sequence Updated
Triggers when a sequence is updated in Whippy.
Trigger
Instant
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- Sequence ID
  Required
- Step ID
- From
  Required
- To - Array of objects (Email, Name, Phone)
  Required
Action
Write
- Phone
- Email
- Name
- Opt_in_to
- Opt_in_to_all_channels
Action
Write
- Attachments
- Body
  Required
- From
  Required
- To
  Required
- Opt In To - Array of objects (Campaign ID, Phone Number)
- Opt_in_to_all_channels
Action
Write
- Attachments
- Body
  Required
- From
  Required
- To
  Required
- Opt In To - Array of objects (Campaign ID, Phone Number)
- Opt_in_to_all_channels
Action
Write
- Contact ID
  Required
- Email
- Name
- Phone
Action
Write
- Campaign ID
  Required
Action
Search
- Limit
- Offset
Action
Search
- Limit
- Offset
- Name
- Email
- Phone
- Channels - Array of objects (Channel ID, Chanel Phone Number)
- Created By
Action
Search
- Agent Name
- Limit
- Offset
Action
Search
- Before
- After
- Limit
- Offset
Action
Search
- Limit
- Offset
- Title
Action
Search
- Sequence ID
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect vcita and Whippy to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your vcita to Whippy integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

About Whippy

Whippy is a shared SMS inbox for teams. With Whippy you can convert leads on your website. Qualify them via SMS with your team and gather feedback and reviews from customers.

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