Select to only fire this Zap for a specific Playbook

Select to only fire this Zap for a specific Indicator

Select to only fire this Zap for a specific Segment

The custom object to create an instance of

The customer associated with this custom object instance

The organization associated with this custom object instance

The person at your company that owns this custom object instance

The person at your company that created this custom object instance

The external ID of this custom object instance

The organization associated with this note

The person at your company that took this note

Key/Value pairs about this note that you want to store

The organization associated with this task

The person at your company that should be assigned to this task

Key/Value pairs about this task that you want to store

Key/Value pairs about this customer that you want to store

The user at your customer associated with this message

The person at your company associated with this message

The ID of this message in the source system

The URL that links to this message in the source system

The ID of the message's conversation / thread in the source system

The URL that links to this conversation / thread in the source system

The ID of this response in the source system. Responses with the same ID will be de-duplicated in Vitally

Whether the template is for an account or an organization

Whether the creator of this track should be the customer or a specific user

Key/Value pairs containing extra data for this track (i.e. charge amount, target of an action)

Key/Value pairs about this organization that you want to store

Key/Value pairs about this user that you want to store

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

Vitally

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

PRODUCTS

CAPABILITIES

By use case

By app

By team

By company size

How Zapier Zaps

How Zapier Uses AI

By team

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Zapier quick-start guide

Developer resources

Vitally Integrations

Vitally Help & Support

About Vitally

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