Notion + Vitally

Update Notion data source items when customers enter new segments in Vitally

Streamline your client profiling by instantaneously updating data on Notion whenever a customer enters a new segment in Vitally. This automated workflow offers a seamless data management solution, ensuring information about customer segments in Vitally is always up-to-date in your Notion workspace. Say goodbye to manual updates and enjoy the convenience of this time-saving solution.

When this happens...
Customer Entered Segment
Triggers when a Customer first enters a Segment.
TriggerInstant
automatically do this!
Update Data Source Item
Updates a data source item.
ActionWrite

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Supported triggers and actions

Customer Created
Triggers when a new Customer is created in Vitally.
Trigger
Instant
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- Custom ObjectRequired
Trigger
Polling
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- Custom ObjectRequired
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 ObjectRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Write
- Template TypeRequired
Action
Write
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- CustomerRequired
- Traits
Action
Write
- OrganizationRequired
- Traits
Action
Write
- UserRequired
- Traits
Action
Write
- Custom ObjectRequired
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- EmailRequired
Action
Search
- Search FieldRequired
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Search or write
- Database
- Data Source
- Page
Trigger
Instant
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- Data SourceRequired
Trigger
Instant
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- PageRequired
Trigger
Instant
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- PageRequired
- Block TypeRequired
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write
- Item IDRequired
Action
Write
- Data Source
- ItemRequired
- Content
- Content Format
Action
Write
- File Upload Note
- Data SourceRequired
- ItemRequired
- File PropertyRequired
- FileRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- PageRequired
Action
Search
- Block IDRequired
Action
Search
- Page IDRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- Data Source
- Advanced Query (JSON)
Action
Search
- Data Source
- Template Mode
Action
Search or 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 ObjectRequired
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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- TypeRequired
- UserRequired
- Teammate
- Message TextRequired
- Subject
- Timestamp
- ID
- URL
- Conversation ID
- Conversation URL
Action
Write
- UserRequired
- Reponse TimestampRequired
- Score
- Feedback
- Response ID
Action
Write
- CustomerRequired
- SegmentRequired
Action
Write
- CreatorRequired
- EventRequired
- Message ID
- Properties
Action
Write
- Custom ObjectRequired
- Custom Object InstanceRequired
Action
Write
- ProjectRequired
- StatusRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Custom ObjectRequired
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Search or write
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write
- Data SourceRequired
Trigger
Instant
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- Data SourceRequired
Trigger
Instant
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- Data Source
- PageRequired
- Properties to Watch
Trigger
Instant
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- Data Source
- ItemRequired
Action
Write
- Data Source
- Template Mode
Action
Write
- PageRequired
- ContentRequired
- Content Format
Action
Write
- DatabaseRequired
- Title
- Move To
- Display Inline
- Icon (Emoji)
- Move to Trash
- Lock Database
Action
Write
- Data SourceRequired
- Title
- Icon Emoji
- Property Updates (JSON)
Action
Write
- File Upload Note
- Page (or Block) IDRequired
- FileRequired
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- Block IdRequired
Action
Search
- Data Source
Action
Search
- Block IDRequired
- Page Size
- Start Cursor
Action
Search
- Page or Database Item IDRequired
Action
Search
- PageRequired
- PropertyRequired
Action
Search
- UserRequired
Action
Search

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Learn more

Related categories

Task Management

About Vitally

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new database items in Notion each time a project is created in Vitally

Related Zap Templates

Create new database items in Notion each time a project is created in Vitally

Notion + Vitally

Update Notion data source items when customers enter new segments in Vitally

Customer Created

List Custom Object Instances

Custom Object Instance Created

New Active Indicator at Customer

Note Created

Organization Created

Project Created

List Project Statuses

Customer Entered Segment

Task Created

Create a Custom Object Instance

Create Note

Create Project From Template

Create Task

Update Customer Traits

Update Organization Traits

Update User Traits

Find a Custom Object Instance

Find a Note

Find a Task

Find a Teammate

Find or Create Note

New Comment

Updated Content in Data Source Item

Updated Content in Page

Add Block to Page

Add Comment

Create Page

Restore Data Source Item

Update Data Source Item

Upload File to Data Source Item

API Request (Beta)

Retrieve a Page

Get Page Comments

Get Block

Get Page and Children

Find Page (By Title)

Query Data Source (Advanced)

Find or Create Database Item

List Project Templates

List Custom Objects

Custom Object Instance Updated

Indicator Instance No Longer Active

NPS Response Created

List Project Templates

List Projects

Project Status Changed

Customer Exited Segment

Task Completed

Create Message

Create NPS Response

Add Customer to Segment

Create Track

Update a Custom Object Instance Traits

Update Project Status

Find a Customer

Find an Event

Find a Organization

Find a User

Find or Create Custom Object Instance

Find or Create Task

New Data Source Item

Updated Properties in Data Source Item

Updated Properties on a Page

Archive Data Source Item

Create Data Source Item

Add Content to Page

Update Database

Update Data Source Schema

Upload File to Page or Block

Retrieve Database

Retrieve Block Children

Find Data Source Items

Get Block Children

Get Page or Data Source Item by ID

Get Page Property

Get User Details

About Notion