Autopilot Journeys + Vitally Integrations

How to connect Autopilot Journeys + Vitally

Zapier lets you send info between Autopilot Journeys and Vitally automatically—no code required.

When this happens...

Contact Added

Triggers when a contact is newly added.

automatically do this!

Add Customer to Segment

Add a customer to a segment

Supported triggers and actions

What does this mean?

Contact Added
Triggers when a contact is newly added.
Trigger
Instant
Contact Added to List
Triggers when a contact is newly added to list.
Trigger
Instant
Contact Removed From List
Triggers when a contact is removed from a list.
Trigger
Instant
Contact Unsubscribes
Triggers when a contact unsubscribes from Autopilot.
Trigger
Instant
Add Contact to List
Adds a new contact and adds them to a list.
Action
Write

Add Contact
Adds a new contact.
Action
Write
Delete Contact
Deletes an existing contact.
Action
Write

Unsubscribe Contact
Unsubscribes contact from all emails.
Action
Write

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Triggers when an indicator is no longer active at a customer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 + 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.

Connect apps

Connect Autopilot Journeys + Vitally

About Autopilot Journeys

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.