vCita by Maxmel Tech

vcita is an ai powered all in one business management platform offering crm, payments, scheduling, marketing, and automation tools for small service based businesses integrating with make com enables seamless workflow automation and data syncing across business processes and other apps 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 https //support vcita com/hc/en us/requests/new 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 key, https //vcita com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/vcita community/ 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 oauth2 0 oauth2 0 instructions you need to generate your token create your app on the platform after creating your app, locate the client id and client secret provided in the api response 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 your schedule and freeing up the reserved time cancel a waitlist registration removes a user from the waitlist for a particular event, effectively canceling their waitlist registration create a booking creates a new booking in the selected system, allowing you to reserve a spot or schedule an appointment automatically create a business creates a new business entity by allowing you to enter and save specific information about the business, such as its name, address, and other relevant details create a client adds a new client to your system, allowing you to store and manage their details efficiently create a lead adds a brand new lead to your system, capturing all the relevant details to help you track and manage potential customers 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 permissions 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 and organize attendees when your event reaches full capacity create an invoice generates a detailed invoice for a selected customer or transaction, making it easy to keep track of your billing and payments delete a client permanently removes a selected client record from your database, ensuring that all associated client information is deleted delete a staff member permanently removes a selected staff member’s profile and all 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 in your system get businesses fetches a complete list of all businesses available in your account, allowing you to view and manage each business’s details get client estimates fetches and lists all estimates created for your clients, allowing you to view every client estimate in your account get client invoices fetches a complete list of all invoices associated with your clients, allowing you to view and manage every invoice in one place get client payments fetches a complete list of all payments made by your clients, giving you an overview of every transaction received get clients fetches a complete list of all your clients, allowing you to view and manage client details easily get estimates fetches a complete list of all your estimates, allowing you to easily review and manage them in one place get invoices fetches a complete list of all invoices from your account, 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 that has been processed 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 specific category, making it easy to see which services are grouped together get staff members fetches a complete list of all staff members in your account, allowing you to view details for each team member get a business fetches detailed information about a particular business, such as its name, address, and other relevant 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, allowing you to view its current status and properties 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 relevant information associated with it get an invoice fetches a specific invoice from the service, allowing you to view all its details and related information make an api call allows you to make a custom, authorized api request to the service, letting you 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 keep your records accurate and organized merge duplicate clients combines duplicate client records into a single main client, helping you keep your client list organized and up to date update rsvp state updates the rsvp status for a particular event or attendee, allowing you to specify whether someone is attending, not attending, or has another response for that event update a business updates the information and details of an existing business entity, allowing you to keep your business records accurate and up to date 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 and triggers whenever a specified event occurs in your connected app this allows you to automatically start workflows in make com whenever something important happens, such as a new record being created, updated, or deleted, depending on the app’s capabilities templates you can look for more templates in https //www make com/en/templates , 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 https //vcita com/ https //support vcita com/hc/en us https //support vcita com/hc/en us/articles/227895628 vcita rest api for developers https //www make com/en/integrations/vcita community