vcita
Client management, scheduling and invoicing app for service-based small businesses.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token, OAuth 2.0
- Docs
- vcita API docs
02Data
What you can sync.
- Clients
- Appointments
- Invoices
- Payments
- Leads
Join vcita clients with billing, support and product usage to see each account in full.
Need more? Name any other vcita data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
- OAuth 2.0 (client ID, client secret, refresh token)
vcita uses an access token or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in vcita if you need help.
04How it works
How it works in DataMind.
-
Pick vcita.
Open Lake, pick vcita in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the vcita API docs.
-
Answer a few questions.
The AI reads the vcita documentation, then asks which credentials you will use, which data to sync (for example clients and appointments), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then vcita data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
