Userflow + Vitally

Userflow + Vitally integrations

Find and update Vitally users from newly answered questions in Userflow

Whenever a user answers a new question in Userflow, this Zapier template will find them in Vitally. Then, their user traits will be updated with their answer automatically. You can create use case, NPS, CSAT, and many other in-app surveys in Userflow and store them in Vitally.

When this happens...
Question AnsweredTriggers when a user answers a single question in a flow.
TriggerInstant
automatically do this...
Find a UserFinds a user by id (vitally or external), name, or email
ActionSearch
then do this!
Update User TraitsUpdate some of the specified user's traits
ActionWrite

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More things you can do with Userflow and Vitally

Discover other triggers and actions you can use with Userflow and Vitally

- Only trigger for this checklist
Trigger
Instant
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- Only trigger for this checklist
Trigger
Instant
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- Only trigger on these events
Trigger
Instant
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- Only trigger for this flow
- Sample user ID
Trigger
Instant
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- Trigger when
Trigger
Instant
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- Only trigger for this launcher
Trigger
Instant
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- Only trigger for this flow
- Sample user ID
Trigger
Instant
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- User ID
- Group ID
- Event Name
  Required
Action
Write
- User ID
  Required
Action
Write
- User ID
- Email
- Group ID
Action
Search
- User ID
  Required
- Email
- Group ID
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 Object
  Required
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
Try It
List Project Templates
Triggers when Project Templates are listed.
Trigger
Polling
Try It
List Projects
Triggers when Projects are listed.
Trigger
Polling
Try It
Project Status Changed
Triggers when a Project's status changes in Vitally.
Trigger
Instant
Try It
- Segment
Trigger
Instant
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Task Completed
Triggers when a Task is marked complete in Vitally.
Trigger
Instant
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- Type
  Required
- User
  Required
- Teammate
- Message Text
  Required
- Subject
- Timestamp
- ID
- URL
- Conversation ID
- Conversation URL
Action
Write
- User
  Required
- Reponse Timestamp
  Required
- Score
- Feedback
- Response ID
Action
Write
- Customer
  Required
- Segment
  Required
Action
Write
- Creator
  Required
- Event
  Required
- Message ID
- Properties
Action
Write
- Custom Object
  Required
- Custom Object Instance
  Required
Action
Write
- Project
  Required
- Status
  Required
Action
Write
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Name
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Custom Object
  Required
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Search or write
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write

- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It
- Only trigger for this launcher
Trigger
Instant
Try It
- Only trigger for this launcher
Trigger
Instant
Try It
- Trigger when
Trigger
Instant
Try It
- Group ID
  Required
Action
Write
- Group ID
- User ID
Action
Search
- Group ID
  Required
- User ID
Action
Search or write
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
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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
Triggers when Project Statuses are listed.
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
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Write
- Template Type
  Required
Action
Write
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Organization
  Required
- Traits
Action
Write
- User
  Required
- Traits
Action
Write
- Custom Object
  Required
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Email
  Required
Action
Search
- Search Field
  Required
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Search or write

About Userflow

Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists and surveys, without code.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

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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