Encharge + Vitally

Encharge + Vitally integrations

Add tags in Encharge when customers enter new segments in Vitally

Start categorizing your customers efficiently as soon as they enter a new segment in Vitally. This workflow ensures every time a customer enters a new segment in Vitally, they instantly get a corresponding tag added in Encharge. Not only does this eliminate the manual work of categorizing and tagging customers, but it also ensures your customer data is always up-to-date across your two favorite apps, making your customer management more effective and streamlined.

When this happens...
Customer Entered SegmentTriggers when a Customer first enters a Segment.
TriggerInstant
automatically do this!
Add TagTag a person in Encharge
ActionWrite

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More things you can do with Vitally and Encharge

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

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
New Person
Triggers when a new person is created.
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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Updated Person
Triggers when a person is updated.
Trigger
Instant
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- Email
  Required
Action
Write
- Email
  Required
- Tag
  Required
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
- Tag
  Required
Trigger
Instant
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Person Unsubscribed
Triggers when a person unsubscribes.
Trigger
Instant
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- Email
  Required
- Tag
  Required
Action
Write
- Email
  Required
Action
Write
- Email
  Required
Action
Write

About Encharge

Encharge is marketing automation built for SaaS companies. We help our users create personalized customer journeys to increase revenue.

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Related categories

Marketing

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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Create or update persons in Encharge when new nps responses are created in Vitally

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Create or update persons in Encharge when new nps responses are created in Vitally