Integrate vcita with Retently

Trigger NPS/CSAT surveys after client appointments or payment transactions, sync customer contact details and engagement history, and use feedback scores to enhance client management strategies.

Start Free Trial
Retentlyvcita logo

About vcita

vCita is a client engagement solution designed for small businesses, providing functionalities such as lead generation, online scheduling, document sharing, online payments, and contact management.

vcita logoRetently

vcita to Retently

1

New Appointment

Triggers when a new appointment is created.
2

Created Invoice

Triggers when a new invoice is created.
3

New Payment

Triggers when a new payment is created.
4

New Client

Triggers when a new client is created.
5

New Invoice

Triggers when a new invoice is issued.
Retentlyvcita logo

Retently to vcita

1

Create Invoice

Creates a new invoice in vcita with one line item.
2

Create Payment

Creates a new payment.
3

Find Client

Finds a client by email.
4

Create Client

Creates a new client.
5

New Message

Adds a new textual message to an existing client.
6

Update Client

Updates a client.

Related blog posts

16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)

Table of ContentsKey TakeawaysWhat Is Customer Lifetime Value?How to Inc...

Alex BitcaAlex BitcaJul 24, 202421 min read
customer-lifetime-value

Similar Sales & CRM integrations

Integrate 10xCRM with Retently10xCRMzapier

Sync customer profiles between 10xCRM and Retently to ensure accurate customer data for feedback...

Learn more
Integrate 17hats with Retently17hatszapier

The most compelling integration scenario is syncing customer data between 17hats and Retently. When...

Learn more
Integrate 1CRM with Retently1CRMzapier

Sync customer profiles between 1CRM and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate 3C Connect with Retently3C Connectzapier

Trigger NPS/CSAT surveys following appointment completions or customer updates, sync customer profiles to ensure...

Learn more
Integrate 4Degrees with Retently4Degreeszapier

Trigger NPS/CSAT surveys after significant sales interactions or deal closures, sync customer contact information...

Learn more
Integrate 5 Stars Reputation with Retently5 Stars...zapier

Use imported reviews as triggers for sending NPS/CSAT surveys to gather further customer feedback,...

Learn more
Integrate Abby Connect with RetentlyAbby Connectzapier

Trigger NPS/CSAT surveys after customer interactions via phone or chat, sync customer contact details...

Learn more
Integrate Accountable CRM with RetentlyAccountable CRMzapier

Trigger NPS/CSAT surveys after significant sales interactions or updates, sync customer contact details and...

Learn more
Integrate AccuLynx with RetentlyAccuLynxzapier

Trigger NPS/CSAT surveys after job completion or lead conversion, sync customer profiles between AccuLynx...

Learn more
Integrate Act! with RetentlyAct!zapier

Sync customer profiles between Act! and Retently to ensure up-to-date contact information, trigger NPS/CSAT...

Learn more
Integrate Actionstep with RetentlyActionstepzapier

Trigger NPS/CSAT surveys after significant client interactions or case completions, sync client contact details...

Learn more
Integrate Acuity Scheduling with RetentlyAcuity Schedulingzapier

Trigger NPS/CSAT surveys after appointments, sync client contact details and appointment history, use feedback...

Learn more

Start your free 7-day trial

Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

CTA Image