Vitally Integrations

Do more with Vitally integrations

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Google Sheets

Google, Spreadsheets

Slack

Team Chat

Gong

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Gmail

Email, Google

Jira Software Cloud

Project Management

Notion

Task Management

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Gong

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Gong

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Salesforce

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Gmail

Email, Google

Jira Software Cloud

Project Management

Notion

Task Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Vitally integrations with Zapier's templates

Create a note in Vitally when a new Gong call is summarized by ChatGPT
Premium
Details
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Gong + Formatter by Zapier + ChatGPT (OpenAI) + 3 more
Create Vitally messages from new inbound messages in Front
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Front + Vitally
Send channel messages in Slack when new custom object instances are created in Vitally
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Vitally + Slack
Create multiple Google Sheets rows for each new Vitally nps response
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Vitally + Google Sheets
Create Vitally tasks for new Calendly bookings
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Calendly + Vitally
Send channel messages in Slack for new notes created in Vitally
Details
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Vitally + Slack

Create a note in Vitally when a new Gong call is summarized by ChatGPT

Details

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Gong + Formatter by Zapier + ChatGPT (OpenAI) + 3 more

Create Vitally messages from new inbound messages in Front

Details

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Front + Vitally

Send channel messages in Slack when new custom object instances are created in Vitally

Details

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Vitally + Slack

Create multiple Google Sheets rows for each new Vitally nps response

Details

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Vitally + Google Sheets

Create Vitally tasks for new Calendly bookings

Details

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Calendly + Vitally

Send channel messages in Slack for new notes created in Vitally

Details

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Vitally + Slack

Create notes in Vitally for new Discord channel messages

Details

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Discord + Vitally

Create an NPS response in Vitally from new responses in AskNicely

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AskNicely + Vitally

Send Slack messages for new NPS responses

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Vitally + Slack

Add new responses from SatisMeter into Vitally

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SatisMeter + Vitally

Send Slack channel messages for new customer indicators in Vitally

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Vitally + Slack

Create NPS Responses in Vitally from new Wootric responses

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Wootric by InMoment + Vitally

Create notes in Vitally for new Discord channel messages
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Discord + Vitally
Create an NPS response in Vitally from new responses in AskNicely
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AskNicely + Vitally
Send Slack messages for new NPS responses
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Vitally + Slack
Add new responses from SatisMeter into Vitally
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SatisMeter + Vitally
Send Slack channel messages for new customer indicators in Vitally
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Vitally + Slack
Create NPS Responses in Vitally from new Wootric responses
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Wootric by InMoment + Vitally

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
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- Custom Object
  Required
Trigger
Polling
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- Custom Object
  Required
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant
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Organization Created
Triggers when a new Organization is created in Vitally
Trigger
Instant
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Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
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List Project Statuses
Lists all Project Statuses
Trigger
Polling
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- Segment
Trigger
Instant
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Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
Try It
- Custom Object
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Write
- Template Type
  Required
Action
Write
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Custom Object
  Required
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Email
  Required
Action
Search
- Search Field
  Required
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
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
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- Custom Object
  Required
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
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
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List Projects
Lists all Projects
Trigger
Polling
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Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
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- Segment
Trigger
Instant
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Task Completed
Triggers when a Task is marked complete in Vitally
Trigger
Instant
Try It
- Type
  Required
- User
  Required
- Teammate
- Message Text
  Required
- Subject
- Timestamp
- External ID
  Required
- URL
- Conversation ID
- Conversation URL
Action
Write
- User
  Required
- Reponse Timestamp
  Required
- Score
- Feedback
- External ID
  Required
Action
Write
- Customer
- Segment
Action
Write
- Creator
  Required
- Event
  Required
- Message ID
- Properties
Action
Write
- Custom Object
  Required
- Customer
  Required
Action
Write
- Customer
  Required
- Status
  Required
Action
Write
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Name
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Custom Object
  Required
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Search or write
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write

Vitally Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Vitally

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Vitally Integrations

Do more with Vitally integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Vitally integrations with Zapier's templates

Create a note in Vitally when a new Gong call is summarized by ChatGPT

Create Vitally messages from new inbound messages in Front

Send channel messages in Slack when new custom object instances are created in Vitally

Create multiple Google Sheets rows for each new Vitally nps response

Create Vitally tasks for new Calendly bookings

Send channel messages in Slack for new notes created in Vitally

Create a note in Vitally when a new Gong call is summarized by ChatGPT

Create Vitally messages from new inbound messages in Front

Send channel messages in Slack when new custom object instances are created in Vitally

Create multiple Google Sheets rows for each new Vitally nps response

Create Vitally tasks for new Calendly bookings

Send channel messages in Slack for new notes created in Vitally

Create notes in Vitally for new Discord channel messages

Create an NPS response in Vitally from new responses in AskNicely

Send Slack messages for new NPS responses

Add new responses from SatisMeter into Vitally

Send Slack channel messages for new customer indicators in Vitally

Create NPS Responses in Vitally from new Wootric responses

Create notes in Vitally for new Discord channel messages

Create an NPS response in Vitally from new responses in AskNicely

Send Slack messages for new NPS responses

Add new responses from SatisMeter into Vitally

Send Slack channel messages for new customer indicators in Vitally

Create NPS Responses in Vitally from new Wootric responses

Supported triggers and actions

Vitally Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Vitally Integrations

Popular Vitally Integrations