vCita by Maxmel Tech

vcita is an all in one business management platform for service based smbs, offering crm, scheduling, payments, marketing, and automation tools integrating with make com enables users to automate workflows and connect vcita with other business apps seamlessly this is ai generated content based on official vcita documentation the content may still contain errors—please verify important information if you have questions, contact vcita support directly how to get support on vcita vcita is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=vcita\&app slug=vcita community\&app unique id=v cita nia0dp requirements to use the vcita app in make, you must have an active vcita account and an api token, create your account on vcita app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect vcita and {{product name}} to get started, you must first create a connection between vcita and {{product name}} , allowing the two services to communicate you can connect using the following method api token api token instructions you need to generate an api token login to your platform using your credentials navigate to the settings section for your business locate the area where you can generate an api token generate and retrieve your api token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=vcita\&app slug=vcita community\&app unique id=v cita nia0dp create the connection in {{product name}} log in in your make account , add the vcita module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your vcita or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page vcita modules after connecting to the vcita app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a booking cancels an existing booking, removing it from the schedule and freeing up the reserved time slot cancel a waitlist registration removes a user’s registration from the waitlist for a particular event, ensuring they are no longer queued for a spot create a booking creates a new booking in the selected system, allowing you to reserve a time slot or service directly through the integration create a business creates a new business entity by allowing you to enter and save detailed information about the company create a client adds a new client to your system, allowing you to store and manage their information for future interactions create a lead adds a brand new lead to your account, capturing their details in the system so you can start tracking and managing them right away create a payment creates a new payment within the account you choose, allowing you to record and manage transactions directly in that account create a staff member adds a new staff member to your account, allowing you to manage their details and grant them access within the system create an estimate generates a detailed estimate for your project or service using the information you provide create an event waitlist creates a waitlist for an event, allowing you to manage extra attendees when your event reaches full capacity create an invoice generates a detailed invoice for a chosen customer or transaction, making it easy to keep track of your billing and payments delete a client permanently removes a selected client’s record from your database, ensuring that all associated information for that client is deleted delete a staff member permanently removes a selected staff member and all their associated information from the system get appointments fetches a complete list of all scheduled appointments, allowing you to view every appointment currently in your system get bookings fetches a complete list of all existing bookings, allowing you to view every reservation currently stored in your system get businesses fetches a complete list of all businesses available in your account, allowing you to view and manage each one get client estimates fetches a complete list of all estimates created for your clients, allowing you to view and manage every client estimate in one place get client invoices fetches a complete list of all invoices associated with your clients, allowing you to view and manage their billing details in one place get client payments fetches a complete list of all payments received from your clients, giving you an overview of every transaction get clients fetches a complete list of all clients from your account, allowing you to view and manage client details easily get estimates fetches a complete list of all your estimates, allowing you to review and manage them easily get invoices fetches and displays a complete list of all your invoices, allowing you to view and manage your billing records in one place get payments fetches a complete list of all payment transactions from the service, allowing you to view and manage every payment recorded get services fetches a complete list of all available services, allowing you to see and work with every service in your account get services by category fetches and lists all available services within a specified category, helping you easily find the services you need based on their grouping get staff members fetches a complete list of all staff members in your account, giving you access to their details for further use get a business fetches detailed information about a particular business, such as its name, address, and other key details get a client fetches detailed information about a specific client using their unique id get a service fetches detailed information about a specific service from the system get a staff member fetches detailed information about a specific staff member using their unique id get an appointment fetches comprehensive details about a particular appointment, including all available information related to that booking get an invoice fetches a specific invoice from the service, allowing you to view all the details and information related to that invoice make an api call allows you to make a custom, authorized api request to the service, enabling you to access features or data not covered by the standard modules match a payment finds and links a payment to its related transaction or invoice, helping you easily track which payments belong to which records merge duplicate clients combines duplicate client records into a single main client, ensuring all information is consolidated under one primary client profile update rsvp state allows you to change the rsvp status (such as attending, maybe, or not attending) for a particular attendee or event update a business updates the information of an existing business entity, allowing you to modify details such as its name, address, or other relevant attributes update a client updates an existing client’s details with the information you provide, allowing you to keep client records accurate and up to date watch events the "watch events" module keeps an eye out for new events as they happen in your account and automatically triggers your scenario whenever something new occurs this helps you stay up to date and respond instantly to any changes or activities templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} vcita resources you can have access to more resources related to this app on the following links vcita website vcita documentation vcita api documentation vcita page on make