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Geckoboard + Vitally Integrations

How to connect Geckoboard + Vitally

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Supported triggers and actions

What does this mean?
  • Geckoboard triggers, actions, and search
    Add Record to Dataset
    Adds a record to a Dataset
    Action
    Write
  • Geckoboard triggers, actions, and search
    [LEGACY] Update Custom Gauge Widget
    Send new values to a Custom Gauge Widget
    Action
    Write
  • Geckoboard triggers, actions, and search
    [LEGACY] Update Custom Number Widget
    Send new values to a Custom Number Widget
    Action
    Write
  • Geckoboard triggers, actions, and search
    [LEGACY] Update Custom Text Widget
    Send new values to a Custom Text Widget
    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    Indicator Instance No Longer Active
    Triggers when an indicator is no longer active at a customer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 Geckoboard + Vitally Integrations Work

  1. Step 1: Authenticate Geckoboard 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.
Connect apps
geckoboard logo
geckoboard logo
geckoboard logo

About Geckoboard

Geckoboard: TV dashboards that make key business data visible for your team
Learn More

Related categories

  • Dashboards

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About Vitally

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

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