Jotform + vcita

Create Jotform submissions from new vcita invoices

Create powerful invoicing workflows with the seamless connection of vcita and JotForm. Whenever a new invoice is crafted within vcita, the same data is instantly used to generate an identical invoice in JotForm. This eliminates the need for manual data transcription, ensuring that your JotForm records stay in perfect alignment with your vcita transactions, thus creating a smoother and more productive billing operation. This streamlined process is designed for efficiency, guaranteeing a significant boost in your productivity.

Create powerful invoicing workflows with the seamless connection of vcita and JotForm. Whenever a new invoice is crafted within vcita, the same data is instantly used to generate an identical invoice in JotForm. This eliminates the need for manual data transcription, ensuring that your JotForm records stay in perfect alignment with your vcita transactions, thus creating a smoother and more productive billing operation. This streamlined process is designed for efficiency, guaranteeing a significant boost in your productivity.

  1. When this happens...
    vcitavcita
    Created Invoice

    Triggers when a new invoice is created

    TriggerInstant
  2. automatically do this!
    JotformJotform
    Create Submission

    Generate a new submission for your form

    ActionWrite
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Supported triggers and actions

What does this mean?
  • vcita triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    Created Invoice

    Triggers when a new invoice is created

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    New Payment

    Triggers when a new payment is created.

    Trigger
    Instant
    Try It
    • AddressRequired

    • 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

    Action
    Write
  • vcita triggers, actions, and search

    New Client

    Triggers when new client is created.

    Trigger
    Instant
    Try It
  • vcita triggers, actions, and search

    New Invoice

    Triggers when a new invoice is issued.

    Trigger
    Instant
    Try It
    • Address

    • Email Address

    • First NameRequired

    • Last Name

    • Phone Number

    • Source campaign

    • Source channel

    • Source name

    • Source Url

    • Staff ID

    • Status

    • Tags

    Action
    Write
    • Client IDRequired

    • Title

    • Message TextRequired

    • Message DirectionRequired

    • Communication Channel

    • Staff ID

    Action
    Write
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

Related categories

  • Forms & Surveys

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vcita logo
vcita logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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