How to connect Autopilot Journeys + Vitally
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- Contact AddedTriggers when a contact is newly added.Trigger
- Contact Added to ListTriggers when a contact is newly added to list.Trigger
- Contact Removed From ListTriggers when a contact is removed from a list.Trigger
- Contact UnsubscribesTriggers when a contact unsubscribes from Autopilot.Trigger
- Add Contact to ListAdds a new contact and adds them to a list.Action
- Add ContactAdds a new contact.Action
- Delete ContactDeletes an existing contact.Action
- Unsubscribe ContactUnsubscribes contact from all emails.Action
- Vitally
Triggers when a new Customer is created in Vitally
Instant
Trigger
- Vitally
Triggers when an indicator is activated for a customer
Instant
Trigger
- Vitally
Triggers when an indicator is no longer active at a customer
Instant
Trigger
- Vitally
Triggers when a new Note is created in Vitally
Instant
Trigger
- Vitally
Triggers when a new NPS Response is created in Vitally
Instant
Trigger
- 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
How Autopilot Journeys + Vitally Integrations Work
- Step 1: Authenticate Autopilot Journeys and Vitally.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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