Encharge + Vitally

Encharge + Vitally integrations

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

Easily manage your customer feedback with this convenient workflow. When a new NPS (Net Promoter Score) response is created in Vitally, it instantly adds or updates the relevant person's record in Encharge. This streamlines your process, ensuring you always have the most recent feedback at your disposal for improved customer engagement and service.

When this happens...
NPS Response CreatedTriggers when a new NPS Response is created in Vitally.
TriggerInstant
automatically do this!
Add or Update PersonCreate a new person or update an existing one.
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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