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

What does this mean?

Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
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- Custom ObjectRequired
Trigger
Scheduled
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
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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
Scheduled
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 file contents?
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Lookup FieldRequired
- Secondary Lookup Field
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search or write

List Project Templates
Lists all Project Templates
Trigger
Scheduled
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List Custom Objects
Lists all Custom Objects
Trigger
Scheduled
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- Custom ObjectRequired
Trigger
Instant
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- 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
Scheduled
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List Projects
Lists all Projects
Trigger
Scheduled
Try It
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
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- 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
- BaseRequired
- TableRequired
- Help Text
- Which timestamp field should this Zap use to check for updates?Required
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
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 Help

Related categories

Databases

Similar apps

Quickbase

Databases

Zoho Creator

App Builder, Zoho

Smartsheet

Spreadsheets

About Vitally

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Airtable + Vitally

Create new Airtable records every time customers enter segments in Vitally

Customer Created

List Custom Object Instances

Custom Object Instance Created

Custom ObjectRequired

New Active Indicator at Customer

Playbook

Note Created

Organization Created

Project Created

List Project Statuses

Customer Entered Segment

Segment

Task Created

Create a Custom Object Instance

Custom ObjectRequired

Customer

Organization

NameRequired

Owner (Teammate)

Created By (Teammate)

External ID

Create Note

Customer

Organization

Teammate

Category

Subject

TextRequired

Date

Tags

Traits

Create Project From Template

Template TypeRequired

Create Task

Customer

Organization

NameRequired

Assigned Teammate

Category

Description

Due Date

Tags

Traits

Update Customer Traits

CustomerRequired

Traits

Update Organization Traits

OrganizationRequired

Traits

Update User Traits

UserRequired

Traits

Find a Custom Object Instance

Custom ObjectRequired

Search FieldRequired

Find a Note

Search FieldRequired

Find a Task

Search FieldRequired

Find a Teammate

EmailRequired

Find or Create Note

Search FieldRequired

Customer

Organization

Teammate

Category

Subject

TextRequired

Date

Tags

Traits

New Record

BaseRequired

TableRequired