Formatter by Zapier + Vitally Integrations

How to connect Formatter by Zapier + Vitally

Zapier lets you send info between Formatter by Zapier and Vitally automatically—no code required.

When this happens...

automatically do this!

Popular Formatter by Zapier + Vitally workflows

Our most popular Zap! arrow pointing down

Create messages in Vitally from new outbound messages in Front
Front + Formatter by Zapier + Vitally
More details
When this happens
Step 1: New Outbound Message
Then do this
Step 2: Text
Then do this
Step 3: Find a User
Then do this
Step 4: Find a Teammate
Then do this
Step 5: Create Message
See Zap details Try it
Create messages in Vitally from new outbound messages in Front
Create messages in Vitally from new outbound messages in Front
Front + Formatter by Zapier + Vitally

Do Even More with Formatter by Zapier + Vitally

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Formatter by Zapier + Vitally workflows do more for them.

Zapier users love adding Front to their workflows
Create messages in Vitally from new outbound messages in Front
Create messages in Vitally from new outbound messages in Front
Try it
Formatter by Zapier + Front + Vitally

Supported triggers and actions

What does this mean?

Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
Action
Write
Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
Action
Write
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
Action
Write
Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
Action
Write
Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant

New Active Indicator at Customer
Triggers when an indicator is activated for a customer
Trigger
Instant
Indicator Instance No Longer Active
Triggers when an indicator is no longer active at a customer
Trigger
Instant

Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant

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 Formatter by Zapier + Vitally Integrations Work

Step 1: Authenticate Formatter by Zapier 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.

Connect apps

Connect Formatter by Zapier + Vitally

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.