vCita Integration: Connecting your Account and matching Fields

Connect vCita to your POWR Form to see your form respondent directly in your CRM system. To set this up, follow these steps:

• Step 1
• Open the POWR Editor (or App Settings in Wix).
• In the Settings tab, go to the Integrations section and select Client Management by vCita.
• Sign into your vCita account to authenticate the integration, and press the "Allow access" button to complete the authentication.

• Step 2
• Email field is required in vCita list and will match to your POWR Form email field automatically.
• Match any other vCita field with POWR Form Elements to map responses to the appropriate fields/columns.
• Once you have your vCita fields mapped to POWR form elements, click “Save Integration".

To disconnect vCita from your POWR Form, follow these steps:

• Step 1
• Open the POWR Editor (App Settings in Wix).
• In the Settings tab, go to the Integrations section and select Client Management by vCita.
• Step 2
• In the top section of the integration window, select “Remove Integration”.
• Confirm you want to remove the integration.

Your form responses will no longer be integrated with your vCita account.