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Klipfolio + Vitally Integrations

How to connect Klipfolio + Vitally

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Supported triggers and actions

What does this mean?
  • Klipfolio triggers, actions, and search
    Add to Data Source
    Add data to a data source in Klipfolio.
    Action
    Write
  • Klipfolio triggers, actions, and search
    Update Data Source
    Replace data in a data source in Klipfolio.
    Action
    Write
  • Klipfolio triggers, actions, and search
    Refresh Data Source
    Refresh a data source in Klipfolio.
    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    Indicator Instance No Longer Active
    Triggers when an indicator is no longer active at a customer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, actions, and search
    NPS Response Created
    Triggers when a new NPS Response is created in Vitally
    Trigger
    Instant
  • 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 Klipfolio + Vitally Integrations Work

  1. Step 1: Authenticate Klipfolio 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
klipfolio logo
klipfolio logo
klipfolio logo

About Klipfolio

Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.

Related categories

  • Dashboards
vitally logo
vitally logo
vitally logo

About Vitally

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

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