Jotform + vcita

Create new Jotform submissions for every new client in vcita

Boost your productivity with this seamless workflow that springs into action whenever you add a new client in vcita. Immediately, it prepares a submission in JotForm, saving you valuable time and reducing manual data entry. Now, managing your new clients' information across platforms has never been easier or more efficient.

When this happens...
New Client
Triggers when new client is created.
TriggerInstant
automatically do this!
Create Submission
Generate a new submission for your form
ActionWrite

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Supported triggers and actions

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
Try It
Created Invoice
Triggers when a new invoice is created
Trigger
Instant
Try It
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
- AmountRequired
- Client IDRequired
- CurrencyRequired
- Paid At
- Payment MethodRequired
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- TitleRequired
Action
Write

- Search TermRequired
- Items Per Page
- Page Number
- Search By
Action
Search
- DocumentRequired
Trigger
Scheduled
Try It

- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Client
Triggers when new client is created.
Trigger
Instant
Try It
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
- Client IDRequired
- Address
- Email
- First NameRequired
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write
- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write

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

Similar apps

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