Airtable + Vitally

Create new Airtable records every time customers enter segments in Vitally

Automate your customer tracking with this Vitally to Airtable workflow. Whenever a customer enters a new segment in Vitally, a new record is created in Airtable, making it easy to stay on top of customer data. This ensures you never miss a key customer interaction and helps you maintain a comprehensive customer overview in Airtable.

When this happens...
Customer Entered Segment
Triggers when a Customer first enters a Segment
TriggerInstant
automatically do this!
Create Record
Creates a new record with auto-populating fields.
ActionWrite

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Supported triggers and actions

Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
Try It
- Custom ObjectRequired
Trigger
Polling
Try It
- Custom ObjectRequired
Trigger
Instant
Try It
- Playbook
Trigger
Instant
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Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant
Try It
Organization Created
Triggers when a new Organization is created in Vitally
Trigger
Instant
Try It
Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
Try It
List Project Statuses
Lists all Project Statuses
Trigger
Polling
Try It
- Segment
Trigger
Instant
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Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
Try It
- Custom ObjectRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Write
- Template TypeRequired
Action
Write
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- CustomerRequired
- Traits
Action
Write
- OrganizationRequired
- Traits
Action
Write
- UserRequired
- Traits
Action
Write
- Custom ObjectRequired
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- EmailRequired
Action
Search
- Search FieldRequired
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Search or write
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search
- BaseRequired
- TableRequired
- Field to search
- Search value
- Search type
- Search formula (advanced)
- Limit to view
- Include attachment content
- Max records
Action
Search or write

List Project Templates
Lists all Project Templates
Trigger
Polling
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List Custom Objects
Lists all Custom Objects
Trigger
Polling
Try It
- Custom ObjectRequired
Trigger
Instant
Try It
- Indicator
Trigger
Instant
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NPS Response Created
Triggers when a new NPS Response is created in Vitally
Trigger
Instant
Try It
List Project Templates
Lists all Project Templates
Trigger
Polling
Try It
List Projects
Lists all Projects
Trigger
Polling
Try It
Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
Try It
- Segment
Trigger
Instant
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Task Completed
Triggers when a Task is marked complete in Vitally
Trigger
Instant
Try It
- TypeRequired
- UserRequired
- Teammate
- Message TextRequired
- Subject
- Timestamp
- ID
- URL
- Conversation ID
- Conversation URL
Action
Write
- UserRequired
- Reponse TimestampRequired
- Score
- Feedback
- Response ID
Action
Write
- CustomerRequired
- SegmentRequired
Action
Write
- CreatorRequired
- EventRequired
- Message ID
- Properties
Action
Write
- Custom ObjectRequired
- Custom Object InstanceRequired
Action
Write
- ProjectRequired
- StatusRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Custom ObjectRequired
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Search or write
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more

Related categories

Databases

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About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.

Learn more

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Airtable + Vitally

Create new Airtable records every time customers enter segments in Vitally

Supported triggers and actions

Customer Created

List Custom Object Instances

Custom Object Instance Created

New Active Indicator at Customer

Note Created

Organization Created

Project Created

List Project Statuses

Customer Entered Segment

Task Created

Create a Custom Object Instance

Create Note

Create Project From Template

Create Task

Update Customer Traits

Update Organization Traits

Update User Traits

Find a Custom Object Instance

Find a Note

Find a Task

Find a Teammate

Find or Create Note

New Record

Create Record

Create or Update Record

Update Record

Find Many Records (Advanced)

Find or Create Record(s) (With Line Item Support)

List Project Templates

List Custom Objects

Custom Object Instance Updated

Indicator Instance No Longer Active

NPS Response Created

List Project Templates

List Projects

Project Status Changed

Customer Exited Segment

Task Completed

Create Message

Create NPS Response

Add Customer to Segment

Create Track

Update a Custom Object Instance Traits

Update Project Status

Find a Customer

Find an Event

Find a Organization

Find a User

Find or Create Custom Object Instance

Find or Create Task

New or Updated Record

Create Records (Advanced)

Delete Record

API Request (Beta)

Find Record

Find or Create Record

About Airtable

Related categories

Similar apps

Quickbase

Zoho Creator

Smartsheet

About Vitally

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates