Tally + vcita
Create new vcita clients from new Tally submissions
Easily consolidate new entries from Tally into client profiles in vcita with this efficient workflow. By seamlessly transferring data from form submissions to client creation, you're not only reducing manual data entry but also optimizing your productivity. Experience a streamlined organization process of your client database in vcita, ensuring all your client information is gathered from multiple platforms into one centralized place.
Easily consolidate new entries from Tally into client profiles in vcita with this efficient workflow. By seamlessly transferring data from form submissions to client creation, you're not only reducing manual data entry but also optimizing your productivity. Experience a streamlined organization process of your client database in vcita, ensuring all your client information is gathered from multiple platforms into one centralized place.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Client
Creates a new client.
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Select a formRequired
Try ItNew 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
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
