vcita and Salesflare
How to connect vcita
- Via Zapier — 11 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When new Appointment in vcita, create meeting, then create call in Salesflare.
- When new Client in vcita, find or create account, then find or create contact, then add contact to account in Salesflare.
- When created Invoice in vcita, create opportunity, then find or create contact in Salesflare.
- When new Invoice in vcita, create opportunity, then find or create contact in Salesflare.
- When new Payment in vcita, create opportunity, then find or create contact in Salesflare.
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.
vcita operations on Zapier
Triggers (5)
Start a workflow when this happens
- Created Invoice — Triggers when a new invoice is created
- New Appointment — Triggers when a new appointment is created.
- New Client — Triggers when new client is created.
- New Invoice — Triggers when a new invoice is issued.
- New Payment — Triggers when a new payment is created.
Actions (5)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Invoice — Create a new invoice in vcita. Can currently create an invoice with just one line item.
- Create Payment — Create new payment.
- New Message — Add a new textual message to an existing client.
- Update Client — Updates a client.
Searches (1)
Look up existing records
- Find Client — Find client by email.
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Zoho CRM Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more d…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free