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Quickly connect Slack to Vitally with a Zapier template.

Our most popular template

Create a note in Vitally when a new Gong call is summarized by ChatGPT
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Gong + Formatter by Zapier + ChatGPT (OpenAI) + 3 more
Send channel messages in Slack when new custom object instances are created in Vitally
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Vitally + Slack
Send channel messages in Slack for new notes created in Vitally
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Vitally + Slack
Send Slack messages for new NPS responses
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Vitally + Slack
Send Slack channel messages for new customer indicators in Vitally
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Vitally + Slack
Notify Slack channel when customers enter new segments in Vitally
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Vitally + Slack

Create a note in Vitally when a new Gong call is summarized by ChatGPT

Gong + Formatter by Zapier + ChatGPT (OpenAI) + 3 more

Send channel messages in Slack when new custom object instances are created in Vitally

Vitally + Slack

Send channel messages in Slack for new notes created in Vitally

Vitally + Slack

Send Slack messages for new NPS responses

Vitally + Slack

Send Slack channel messages for new customer indicators in Vitally

Vitally + Slack

Notify Slack channel when customers enter new segments in Vitally

Vitally + Slack

Send Slack channel messages for new Vitally active customer indicators
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Vitally + Slack
Send private channel messages in Slack for new custom object instances created in Vitally
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Vitally + Slack

How Zapier works

Zapier makes it easy to integrate Slack with Vitally - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Public Message Posted Anywhere" from Slack.

Add your action

An action happens after the trigger—such as "Create a Custom Object Instance" in Vitally.

You’re connected!

Zapier seamlessly connects Slack and Vitally, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Slack to Vitally integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Practical ways you can use Slack and Vitally

Team Performance Dashboard

Develop a centralized dashboard to monitor team productivity and key performance indicators in real-time.

Business Owner

Customer Feedback Analysis

Automatically analyze customer feedback from various platforms to identify recurring issues and insights.

Customer Support Ops

Lead Scoring Automation

Automate the scoring of incoming leads using predefined criteria to help prioritize sales efforts efficiently.

Sales Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
  Required
- User Name
- Shared
Trigger
Instant
Try It
- Search Query
  Required
- Optimized data
Trigger
Polling
Try It
- Zap Identifier
- Access type
Trigger
Instant
Try It

New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- Text
  Required
- Remind when?
  Required
- User
Action
Write

- Channel
  Required
- Add Zapier app to channel automatically?
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Zap Identifier
Action
Write
- Approval request message
  Required
- Channel
  Required
- Bot Name
- Bot Icon
- Approvers
- Approve button URL
- Approve button label
- Include a Decline button?
- Include a Details button?
- Ask responders for confirmation?
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
- Search Query
  Required
- Sort By
- Sort Direction
Action
Search
- ID
  Required
- Optimized data
Action
Search
- Bot Name
- Optimized data
Action
Search
List Project Templates
Lists all Project Templates
Trigger
Polling
Try It
List Custom Objects
Lists all Custom Objects
Trigger
Polling
Try It
- Custom Object
  Required
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
NPS Response Created
Triggers when a new NPS Response is created in Vitally
Trigger
Instant
Try It
List Project Templates
Lists all Project Templates
Trigger
Polling
Try It
List Projects
Lists all Projects
Trigger
Polling
Try It
Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
Try It
- Segment
Trigger
Instant
Try It
Task Completed
Triggers when a Task is marked complete in Vitally
Trigger
Instant
Try It
- Type
  Required
- User
  Required
- Teammate
- Message Text
  Required
- Subject
- Timestamp
- External ID
  Required
- URL
- Conversation ID
- Conversation URL
Action
Write
- User
  Required
- Reponse Timestamp
  Required
- Score
- Feedback
- External ID
  Required
Action
Write
- Customer
- Segment
Action
Write
- Creator
  Required
- Event
  Required
- Message ID
- Properties
Action
Write
- Custom Object
  Required
- ID
  Required
Action
Write
- ID
  Required
- Status
  Required
Action
Write
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Zap Identifier
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Custom Object
  Required
- Search Field
  Required
- Customer
- Organization
- Zap Identifier
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Search or write
- Search Field
  Required
- Customer
- Organization
- Zap Identifier
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write

New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include_alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
  Required
- Reaction
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Channel
  Required
- Users
  Required
Action
Write
- Send Multi Message
- Text
  Required
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
- Email
- Optimized data
Action
Search
- Full Name
  Required
- Optimized data
Action
Search
Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
Try It
- Custom Object
  Required
Trigger
Polling
Try It
- Custom Object
  Required
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant
Try It
Organization Created
Triggers when a new Organization is created in Vitally
Trigger
Instant
Try It
Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
Try It
List Project Statuses
Lists all Project Statuses
Trigger
Polling
Try It
- Segment
Trigger
Instant
Try It
Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
Try It
- Custom Object
  Required
- Customer
- Organization
- Zap Identifier
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Write
- Template Type
  Required
Action
Write
- Customer
- Organization
- Zap Identifier
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- ID
  Required
- Traits
Action
Write
- ID
  Required
- Traits
Action
Write
- ID
  Required
- Traits
Action
Write
- Custom Object
  Required
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Email
Action
Search
- Search Field
  Required
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Search or write

Learn how to automate Slack on the Zapier blog

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn moreLearn moreHelpHelp

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About Vitally

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

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