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Jotform + vcita

Create vcita clients for new submissions on Jotform

One of the elements for effective engagement is immediate action, but having a manual export/import process between your client-gathering Jotform and vCita workflow only serves to slow you down. Let us do the work for you with this integration. Once active, it will trigger automatically with every new Jotform submission after you've set things up, using the data to create a client on vCita so you can kickstart your relationship the moment they're first engaged.

One of the elements for effective engagement is immediate action, but having a manual export/import process between your client-gathering Jotform and vCita workflow only serves to slow you down. Let us do the work for you with this integration. Once active, it will trigger automatically with every new Jotform submission after you've set things up, using the data to create a client on vCita so you can kickstart your relationship the moment they're first engaged.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    vcitavcita
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • FormRequired

    Trigger
    Instant
    Try It

    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write

    • Select a formRequired

    Action
    Write
  • vcita triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created.

    Trigger
    Instant
    Try It

    • 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
  • vcita triggers, actions, and search

    New Client

    Triggers when new client is created.

    Trigger
    Instant
    Try It
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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Zapier Interfaces

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Related Zap Templates

Related Zap Templates

  • Create clients in vcita from new submissions in Jotform
  • Create Jotform submissions from new vcita invoices

 

  • Update vcita clients when new Jotform submissions are received

 

  • Create Jotform submissions from new vcita appointments