Dialpad + Vitally

Dialpad + Vitally integrations

Create notes in Vitally when call states change in Dialpad

Stay organized and efficient with this streamline workflow between Dialpad and Vitally. When any change in call state occurs in Dialpad, a note will promptly be created in your Vitally account. This seamless integration ensures your records stay up-to-date, thus enhancing your customer relationships. Keep your focus on essential tasks while this automation takes care of the details.

When this happens...
Call State ChangedTriggers when a call state changes.
TriggerInstant
automatically do this!
Create NoteCreates a Note in Vitally
ActionWrite

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More things you can do with Dialpad and Vitally

Discover other triggers and actions you can use with Dialpad and Vitally

- Call States
  Required
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
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
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- Playbook
Trigger
Instant
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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
Triggers when Project Statuses are listed.
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
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- Custom Object
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
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
- Organization
  Required
- Traits
Action
Write
- User
  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

- Message_content_permission
- SMS direction
  Required
Trigger
Instant
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Create and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
Action
Write
List Project Templates
Triggers when Project Templates are listed.
Trigger
Polling
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List Custom Objects
Triggers when Custom Objects are listed.
Trigger
Polling
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- Custom Object
  Required
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
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List Project Templates
Triggers when Project Templates are listed.
Trigger
Polling
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List Projects
Triggers when Projects are listed.
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
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- Type
  Required
- User
  Required
- Teammate
- Message Text
  Required
- Subject
- Timestamp
- ID
- URL
- Conversation ID
- Conversation URL
Action
Write
- User
  Required
- Reponse Timestamp
  Required
- Score
- Feedback
- Response ID
Action
Write
- Customer
  Required
- Segment
  Required
Action
Write
- Creator
  Required
- Event
  Required
- Message ID
- Properties
Action
Write
- Custom Object
  Required
- Custom Object Instance
  Required
Action
Write
- Project
  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
Action
Search or write
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write

About Dialpad

Dialpad is a business communications platform that's built to grow with your team, no matter where in the world they are. Offering voice, messaging, video, and more, Dialpad helps teams stay connected across all their existing devices.

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Related categories

Phone & SMS

About Vitally

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

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Related categories

CRM (Customer Relationship Management)

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