Contractor Foreman + vcita

Create new Contractor Foreman leads from new vcita clients

Generate new leads in Contractor Foreman immediately as you onboard new clients in vcita. This workflow saves you time by swiftly turning new clients into potential business opportunities in Contractor Foreman. Enhance your client management and increase your productivity with this automatic process.

When this happens...
New Client
Triggers when new client is created.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead in Contractor Foreman.
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
Customer Archived
Triggers when customer is Archived.
Trigger
Instant
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Lead Deleted
Triggers when lead is deleted.
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last NameRequired
- Address1
- Address2
- City
- State
- Zip
- Phone
Action
Write

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 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
Customer Deleted
Triggers when customer is deleted.
Trigger
Instant
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File Uploaded
Triggers when upload File is uploaded.
Trigger
Instant
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Lead Archived
Triggers when lead is Archived.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last NameRequired
- Address1
- Address2
- City
- State
- Zip
- Phone
Action
Write

About Contractor Foreman

Contractor Foreman is an all-in-one construction management software for contractors and is trusted by contractors in more than 75 countries.

Related categories

Sales & CRM

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