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Select a trigger from vcita

A trigger is an event that starts your Zap and runs the workflow. For example, with vcita, a trigger could be "New Appointment."
A trigger is the event that kicks off your automated workflow.

Setup an action from Filter by Zapier

An action is what takes place after the automation is triggered.
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected vcita to Filter by Zapier

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your vcita to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect vcita and Filter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • 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 Name
      Required
    • Last Name
    • Phone Number
    • Source campaign
    • Source channel
    • Source name
    • Source Url
    • Staff ID
    • Status
    • Tags
    Action
    Write
    • Client ID
      Required
    • Title
    • Message Text
      Required
    • Message Direction
      Required
    • Communication Channel
    • Staff ID
    Action
    Write

Learn how to automate vcita on the Zapier blog

Learn how to automate Filter by Zapier on the Zapier blog

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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
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    filter logo
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    About Filter by Zapier
    Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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    Related categories
    • Developer Tools
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