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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!
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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.

  • Front logo

    Zapier users love adding Front to their workflows

Supported triggers and actions

What does this mean?
  • Formatter by Zapier triggers, actions, and search
    Date / Time
    Work with dates and times to change formatting or add/subtract time (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Numbers
    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Text
    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
    Action
    Write
  • Formatter by Zapier triggers, actions, and search
    Utilities
    Various utilities like "choose value from list" or "look up in table" (with line-item support).
    Action
    Write
  • Vitally triggers, actions, and search
    Customer Created
    Triggers when a new Customer is created in Vitally
    Trigger
    Instant
  • Vitally triggers, actions, and search
    New Active Indicator at Customer
    Triggers when an indicator is activated for a customer
    Trigger
    Instant
  • Vitally triggers, actions, and search
    Indicator Instance No Longer Active
    Triggers when an indicator is no longer active at a customer
    Trigger
    Instant
  • Vitally triggers, actions, and search
    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

  1. Step 1: Authenticate Formatter by Zapier and Vitally.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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.

Related categories

  • Documents
  • Zapier
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About Vitally

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

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