OpenPhone + vcita
Create new vcita clients from incoming OpenPhone messages
When you receive a new incoming message in OpenPhone, this process swiftly creates a new client in vcita. It allows for effective client information management, ensuring speedy communication and precise data recording. This automated workflow enhances your overall productivity, minimizing the chance of missing crucial details.
When you receive a new incoming message in OpenPhone, this process swiftly creates a new client in vcita. It allows for effective client information management, ensuring speedy communication and precise data recording. This automated workflow enhances your overall productivity, minimizing the chance of missing crucial details.
- When this happens...Incoming Message Received
Triggers when you receive a message.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
About OpenPhone
OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
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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.
