Connect VaultRE to Vcita

Both apps 27VaultRE 16Vcita 11

• Trigger
  New Enquiry

  Triggers when a new enquiry arrives in the VaultRE holding area.

• Trigger
  New or Updated Contact

  Triggers when a VaultRE contact is created or modified.

• Trigger
  New Property Listing (Sales)

  Triggers when a residential sale property in VaultRE becomes a listing.

• Action
  Add Contact Note

  Adds a text note to a VaultRE contact.

• Action
  Create Contact

  Creates a new contact in VaultRE with a name, company, email and mobile number.

• Action
  Create Enquiry in Holding Area

  Submits a listing or agent enquiry into the VaultRE holding area, where the office can process it into a contact.

• Action
  Delete Contact

  Deletes a VaultRE contact by its ID.

• Action
  Get Contact

  Returns one VaultRE contact by its ID, including name, company and email addresses.

• Action
  Get Enquiry

  Returns one enquiry from the VaultRE holding area by its ID.

• Action
  Get Residential Sale Property

  Returns one VaultRE residential sale property by its ID.

• Action
  List Contacts

  Returns a page of VaultRE contacts, optionally only those modified since a date.

• Action
  List property offers

  Returns the property offers in your VaultRE account, optionally filtered to one sale listing, lease listing or contact.

• Action
  List residential lease properties

  Returns residential lease properties in the VaultRE account, optionally filtered by status, dates, suburbs, staff and other criteria.

• Action
  List residential sale properties

  Returns residential sale properties in your VaultRE account, optionally filtered by status, modification date, suburb, branch, staff and more.

• Action
  List tasks

  Returns tasks for the VaultRE account or a user, optionally filtered by start date, creation date, assignee and completion status.

• Action
  Update Contact

  Updates a VaultRE contact's name, company or email address.

• 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.