vCita

vcita is an ai powered business management platform offering crm, payments, scheduling, invoicing, marketing, and automation tools for service providers integrating with make com enables streamlined workflows, automating tasks like client management, payments, and communications across multiple business systems 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 directly how to get support on vcita vcita is a community developed application make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=vcita\&app slug=vcita community requirements you need to have an active intandem (vcita) account to use the api https //vcita com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb start by installing the app from the https //www make com/en/integrations/vcita community/ click the install button and 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 docid\ so88fm6pkt0g adkddfzz you can connect using the following method api keys api keys instructions you need to generate an api token from your account settings and include it in the authorization header of your api requests log in to your vcita account using your credentials navigate to the business settings section locate the api section where you can generate an api token generate a new api token if you do not already have one copy the generated api token the token is typically labeled as 'api token' when making api requests, include the api token in the http authorization header in the following format 'authorization token your api token' vcita modules after connecting to the vcita app, you can choose from a list of available modules to build your {{scenario plural lowercase}} actions modules cancel a booking cancels an existing booking, removing the reservation from the system cancel a waitlist registration cancels a user's registration from the waitlist for a particular event, ensuring they are no longer queued for that event create a booking creates a new booking in the selected system, allowing you to reserve a time slot or appointment as needed create a business creates a new business entity by adding detailed information such as the business name, contact details, and other relevant attributes 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 all the details you provide and saving it in the system for follow up and tracking create an estimate generates a detailed estimate using the information you provide, helping you quickly prepare accurate cost projections for your clients or projects 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 selected customer or transaction, making it easy to bill your clients accurately create a payment creates a new payment within the selected account, allowing you to record and manage transactions directly in your chosen 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 delete a client permanently removes a selected client’s record from your database, ensuring that all their information is deleted delete a staff member permanently removes a selected staff member and all their associated information from the system 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 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 its details 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 businesses fetches a complete list of all businesses available in your account match a payment this module helps you find and link a payment to its related transaction or invoice, ensuring your records stay accurate and organized merge duplicate clients combines duplicate client records into a single primary client, ensuring all information is consolidated and up to date update a business updates the information and details of an existing business entity, allowing you to keep records accurate and up to date update a client allows you to update an existing client’s record by entering the specific details you want to change update rsvp state allows you to change the rsvp status (such as attending, declined, or tentative) for a particular event or attendee searches modules get appointments fetches a complete list of all scheduled appointments, allowing you to view every appointment currently in the system get bookings fetches a complete list of all existing bookings, allowing you to view every reservation currently stored in your system get client estimates fetches a complete list of all estimates created for your clients get client invoices fetches a complete list of all invoices associated with your clients, allowing you to easily review and manage billing records get client payments fetches a complete list of all payments made by your clients, allowing you to view and manage every client transaction in one place get clients fetches a complete list of all clients from your account, allowing you to view and manage every client record in one place get estimates fetches a complete list of all your estimates, allowing you to review and manage them easily 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 details for each payment get services fetches and lists all available services from your account, giving you an overview of everything currently set up get services by category fetches a complete list of services available within a specific category, helping you easily find and organize services based on their type get staff members fetches a complete list of all staff members in your account, allowing you to view details for each team member triggers modules watch events the "watch events" module actively monitors your account for new events and instantly notifies you when something happens, allowing you to automatically trigger workflows based on those events universals modules make an api call allows you to make a custom, authorized api request to the service, enabling you to access endpoints or perform actions that may not be available through the standard modules 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