vcita and Salesflare

CRM (Customer Relationship Management) vcita.com ↗

How to connect vcita

Via Zapier — 11 operations available. Set it up ↗
Via Make — 0 modules available. 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.