Stan + vcita
Create vcita clients from new Stan customers
Streamline your client management process with this automation that activates whenever a new customer signs up on the Stan app. It creates a corresponding client profile in the vCita app, helping you keep your client database up-to-date without manual effort. This workflow will take care of the data entry, so you can focus on providing exceptional service.
Streamline your client management process with this automation that activates whenever a new customer signs up on the Stan app. It creates a corresponding client profile in the vCita app, helping you keep your client database up-to-date without manual effort. This workflow will take care of the data entry, so you can focus on providing exceptional service.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
Product (optional)
Try ItNew Membership
Triggers when a customer purchases a recurring membership.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItCreated Invoice
Triggers when a new invoice is created
Try It
Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItPre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItNew Client
Triggers when new client is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try It
