AskNicely + Vitally

Create an NPS response in Vitally from new responses in AskNicely

When a user responds to an AskNicely NPS survey, create an NPS response in Vitally. Vitally will automatically calculate your account-level NPS score based on user responses and track it over time. You can then use Vitally to automate account-level workflows for your team based on NPS score.

When this happens...
New Response
Triggers when a customer responds with a score or comment.
TriggerInstant
automatically do this...
Find a User
Finds a user by id (vitally or external), name, or email
ActionSearch
then do this!
Create NPS Response
Create an NPS response
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

New Response
Triggers when a customer responds with a score or comment.
Trigger
Instant
Add Person
Add a person to AskNicely.
Action
Write
Add Survey Participant
Add a new survey participant.
Action
Write
Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
New Active Indicator at Customer
Triggers when an indicator is activated for a customer
Trigger
Instant

Indicator Instance No Longer Active
Triggers when an indicator is no longer active at a customer
Trigger
Instant
Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant

NPS Response Created
Triggers when a new NPS Response is created in Vitally
Trigger
Instant

Vitally
Triggers when a new Project is created in Vitally
Instant
Trigger
Vitally
Lists all Projects
Scheduled
Trigger
Vitally
Lists all Project Statuses
Scheduled
Trigger
Vitally
Lists all Project Templates
Scheduled
Trigger
Vitally
Triggers when a Project's status changes in Vitally
Instant
Trigger
Vitally
Triggers when a Customer first enters a Segment
Instant
Trigger
Vitally
Triggers when a Customer exits a Segment
Instant
Trigger
Vitally
Triggers when a new Task is created in Vitally
Instant
Trigger
Vitally
Triggers when a Task is marked complete in Vitally
Instant
Trigger
Vitally
Creates an Message in Vitally
Scheduled
Action
Vitally
Creates a Note in Vitally
Scheduled
Action
Vitally
Create an NPS response
Scheduled
Action
Vitally
Creates a project in Vitally for the specified customer + template
Scheduled
Action
Vitally
Add a customer to a segment
Scheduled
Action
Vitally
Creates a Task in Vitally
Scheduled
Action
Vitally
Creates a new analytics track (charge, click, etc.) in Vitally
Scheduled
Action
Vitally
Update some of the specified customer's traits
Scheduled
Action
Vitally
Update the status
Scheduled
Action
Vitally
Update some of the specified user's traits
Scheduled
Action
Vitally
Finds a customer by id (vitally or external) or name
Scheduled
Action
Vitally
Finds a Event by name
Scheduled
Action
Vitally
Finds a user by id (vitally or external), name, or email
Scheduled
Action
Vitally
Finds a Teammate by email
Scheduled
Action