Gmail + vcita
Send emails in Gmail for new clients in vcita
Make the most out of this invaluable workflow to enhance your client communication. Whenever a new client is introduced to vcita, a personally crafted email is instantly dispatched from your Gmail account, expressing a heartfelt welcome. This ensures every new entrant feels acknowledged right off the bat, aiding in the dexterous management of your client communication system.
Make the most out of this invaluable workflow to enhance your client communication. Whenever a new client is introduced to vcita, a personally crafted email is instantly dispatched from your Gmail account, expressing a heartfelt welcome. This ensures every new entrant feels acknowledged right off the bat, aiding in the dexterous management of your client communication system.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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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
