--- title: vCita by Maxmel Tech slug: v-cita-nia0dp description: How to integrate vCita with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_vcita-community.png docTags: createdAt: 2025-11-10T16:50:49.317Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/vcita-community.png" alt caption size="50" width="512" height="512"}

:inlineImage[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/JoAJhvSlBlBIvHteHmo_y-20251023-115411.jpeg" alt caption size="46" width="400" height="128"} | 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. | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :::hint{type="warning"} 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](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, [create your account on vCita.](https://vcita.com/) # App installation :::hint{type="info"} To install this app, you need Admin, Owner, or App Developer permissions. [Learn more about organization roles.](docId:-FOYcASPYP9uYKGm7LQPB) ::: ::::WorkflowBlock :::WorkflowBlockItem Go to the [Make integration page](https://www.make.com/en/integrations/vcita-community/). ::: :::WorkflowBlockItem Click the **Install** button. ::: :::WorkflowBlockItem **Follow** the on-screen instructions to complete the setup. ::: :::: # Connect vCita and Make To get started, you must first create a connection between vCita and Make, allowing the two services to communicate. You can connect using the following method: OAuth2.0. ## OAuth2.0 Instructions You need to generate your token. ::::WorkflowBlock :::WorkflowBlockItem Create your app on the platform. ::: :::WorkflowBlockItem After creating your app, locate the client id and client secret provided in the API response. ::: :::: :::hint{type="info"} 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 Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the vCita module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # vCita modules After connecting to the vCita app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Cancel a Booking Cancels an existing booking, removing it from your schedule and freeing up the reserved time. ::: :::ExpandableHeading ### Cancel a Waitlist Registration Removes a user from the waitlist for a particular event, effectively canceling their waitlist registration. ::: :::ExpandableHeading ### Create a Booking Creates a new booking in the selected system, allowing you to reserve a spot or schedule an appointment automatically. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Create a Client Adds a new client to your system, allowing you to store and manage their details efficiently. ::: :::ExpandableHeading ### Create a Lead Adds a brand new lead to your system, capturing all the relevant details to help you track and manage potential customers. ::: :::ExpandableHeading ### Create a Payment Creates a new payment within the account you choose, allowing you to record and manage transactions directly in that account. ::: :::ExpandableHeading ### Create a Staff Member Adds a new staff member to your account, allowing you to manage their details and permissions within the system. ::: :::ExpandableHeading ### Create an Estimate Generates a detailed estimate for your project or service using the information you provide. ::: :::ExpandableHeading ### Create an Event Waitlist Creates a waitlist for an event, allowing you to manage and organize attendees when your event reaches full capacity. ::: :::ExpandableHeading ### Create an Invoice Generates a detailed invoice for a selected customer or transaction, making it easy to keep track of your billing and payments. ::: :::ExpandableHeading ### Delete a Client Permanently removes a selected client record from your database, ensuring that all associated client information is deleted. ::: :::ExpandableHeading ### Delete a Staff Member Permanently removes a selected staff member’s profile and all associated information from the system. ::: :::ExpandableHeading ### Get Appointments Fetches a complete list of all scheduled appointments, allowing you to view every appointment currently in your system. ::: :::ExpandableHeading ### Get Bookings Fetches a complete list of all existing bookings, allowing you to view every reservation in your system. ::: :::ExpandableHeading ### Get Businesses Fetches a complete list of all businesses available in your account, allowing you to view and manage each business’s details. ::: :::ExpandableHeading ### Get Client Estimates Fetches and lists all estimates created for your clients, allowing you to view every client estimate in your account. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Get Client Payments Fetches a complete list of all payments made by your clients, giving you an overview of every transaction received. ::: :::ExpandableHeading ### Get Clients Fetches a complete list of all your clients, allowing you to view and manage client details easily. ::: :::ExpandableHeading ### Get Estimates Fetches a complete list of all your estimates, allowing you to easily review and manage them in one place. ::: :::ExpandableHeading ### Get Invoices Fetches a complete list of all invoices from your account, allowing you to view and manage your billing records in one place. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Get Services Fetches a complete list of all available services, allowing you to see and work with every service in your account. ::: :::ExpandableHeading ### Get Services by Category Fetches and lists all available services within a specific category, making it easy to see which services are grouped together. ::: :::ExpandableHeading ### Get Staff Members Fetches a complete list of all staff members in your account, allowing you to view details for each team member. ::: :::ExpandableHeading ### Get a Business Fetches detailed information about a particular business, such as its name, address, and other relevant details. ::: :::ExpandableHeading ### Get a Client Fetches detailed information about a specific client using their unique ID. ::: :::ExpandableHeading ### Get a Service Fetches detailed information about a specific service from the system, allowing you to view its current status and properties. ::: :::ExpandableHeading ### Get a Staff Member Fetches detailed information about a specific staff member using their unique ID. ::: :::ExpandableHeading ### Get an Appointment Fetches comprehensive details about a particular appointment, including all relevant information associated with it. ::: :::ExpandableHeading ### Get an Invoice Fetches a specific invoice from the service, allowing you to view all its details and related information. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Match a Payment Finds and links a payment to its related transaction or invoice, helping you keep your records accurate and organized. ::: :::ExpandableHeading ### Merge Duplicate Clients Combines duplicate client records into a single main client, helping you keep your client list organized and up-to-date. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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 [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # vCita resources You can have access to more resources related to this app on the following links : - [vCita website](https://vcita.com/) - [vCita documentation](https://support.vcita.com/hc/en-us) - [vCita API documentation](https://support.vcita.com/hc/en-us/articles/227895628-vcita-REST-API-for-Developers) - [vCita page on make](https://www.make.com/en/integrations/vcita-community) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::