Connect CommCare to Vcita

Both apps 27CommCare 16Vcita 11

• Trigger
  New Case

  Triggers when a new case is opened in your CommCare project, optionally only for one case type.

• Trigger
  New Form Submission

  Triggers when a form is submitted in your CommCare project, optionally only for one form or app.

• Trigger
  New or Updated Case

  Triggers when a case is opened or changed in your CommCare project, optionally only for one case type.

• Action
  Create Case

  Creates a new case in your CommCare project with the given type, name, owner and custom properties.

• Action
  Create Mobile Worker

  Creates a new mobile worker in your CommCare project.

• Action
  Delete Mobile Worker

  Deletes a mobile worker from your CommCare project.

• Action
  Find Case by External ID

  Finds the CommCare case carrying the given external ID and returns it.

• Action
  Get Case

  Returns one CommCare case, including its properties and parent links, by its case ID.

• Action
  Get Form

  Returns one submitted CommCare form, with its answers and metadata, by its form ID.

• Action
  Get Mobile Worker

  Returns one CommCare mobile worker by ID.

• Action
  List Cases

  Returns cases in your CommCare project, optionally filtered by case type, owner, external ID, open/closed status and last-modified date.

• Action
  List Forms

  Returns submitted forms in your CommCare project, optionally filtered by form type, app and received date.

• Action
  List Groups

  Returns the user groups in your CommCare project with their member user IDs.

• Action
  List Mobile Workers

  Returns the mobile workers in your CommCare project, optionally filtered by username or group.

• Action
  Update Case

  Updates an existing CommCare case's name, owner or custom properties, or closes it.

• Action
  Update Mobile Worker

  Updates a CommCare mobile worker's name, email, language, location or password.

• Action
  Add booking

  Creates a booking in vcita: an appointment with a staff member for a service, or a registration to a group event.

• Action
  Add Client Message

  Adds a message to a client's conversation in vcita, sent from the business to the client or recorded as from the client.

• Action
  Add matter

  Creates an additional matter for an existing vcita client, with its name and any matter fields, an optional note and tags.

• Action
  Create Client

  Creates a new client in your vcita business.

• Action
  Create Invoice

  Creates an invoice for a client matter, with line items, dates and currency, and optionally sends it to the client.

• Action
  Create Payment

  Records a new payment for a client in vcita.

• Action
  Find Client

  Finds clients in your Vcita business by email, phone or id, and returns the matching clients.

• Action
  List appointments

  Returns the business's appointments, optionally filtered by client and state.

• Action
  List services

  Returns the bookable services of a business, both one-on-one appointment services and group event services.

• Action
  Update Client

  Updates an existing client's contact details, status, tags and other fields. Fields left blank are not changed.

• Action
  Update client note

  Updates the title or content of an existing client note.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.