Vitally Integrations

CRM (Customer Relationship Management)

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Slack

Team Chat

Webhooks by Zapier

Developer Tools, Zapier

Calendly

Scheduling & Booking

Google Sheets

Google, Spreadsheets

Formatter by Zapier

Documents, Zapier

Filter by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Google Calendar

Calendar, Google

Paths by Zapier

Developer Tools, Zapier

Slack

Team Chat

Webhooks by Zapier

Developer Tools, Zapier

Calendly

Scheduling & Booking

Google Sheets

Google, Spreadsheets

Formatter by Zapier

Documents, Zapier

Filter by Zapier

Developer Tools, Zapier

Slack

Team Chat

Webhooks by Zapier

Developer Tools, Zapier

Calendly

Scheduling & Booking

Google Sheets

Google, Spreadsheets

Formatter by Zapier

Documents, Zapier

Filter by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Google Calendar

Calendar, Google

Paths by Zapier

Developer Tools, Zapier

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Quickly automate Vitally integrations with Zapier's templates

Create an NPS response in Vitally from new responses in AskNicely
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AskNicely + Vitally
Send Slack messages for new NPS responses
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Vitally + Slack
Add new responses from SatisMeter into Vitally
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SatisMeter + Vitally
Send Slack channel messages for new customer indicators in Vitally
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Vitally + Slack
Create Vitally messages from new inbound messages in Front
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Front + Vitally
Create Vitally tasks for new Calendly bookings
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Calendly + Vitally
Send new Vitally tasks to Asana
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Vitally + Asana

Create NPS Responses in Vitally from new Wootric responses
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Wootric by InMoment + Vitally

Create an NPS response in Vitally from new responses in AskNicely

AskNicely + Vitally

Send Slack messages for new NPS responses

Vitally + Slack

Add new responses from SatisMeter into Vitally

SatisMeter + Vitally

Send Slack channel messages for new customer indicators in Vitally

Vitally + Slack

Create Vitally messages from new inbound messages in Front

Front + Vitally

Create Vitally tasks for new Calendly bookings

Calendly + Vitally

Send new Vitally tasks to Asana

Vitally + Asana

Create NPS Responses in Vitally from new Wootric responses

Wootric by InMoment + Vitally

Supported triggers and actions

What does this mean?

Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
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- Custom ObjectRequired
Trigger
Scheduled
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- Playbook
  Select to only fire this Zap for a specific 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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List Projects
Lists all Projects
Trigger
Scheduled
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Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
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- Segment
  Select to only fire this Zap for a specific 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
  Is this an inbound or outbound message?
- UserRequired
  The user at your customer associated with this message
- Teammate
  The person at your company associated with this message
- Message TextRequired
  The text of the message
- Subject
  The message subject
- Timestamp
  The time this message was sent
- ID
  The ID of this message in the source system
- URL
  The URL that links to this message in the source system
- Conversation ID
  The ID of the message's conversation / thread in the source system
- Conversation URL
  The URL that links to this conversation / thread in the source system
Action
Write
- UserRequired
- Reponse TimestampRequired
- Score
- Feedback
- Response ID
  The ID of this response in the source system. Responses with the same ID will be de-duplicated in Vitally
Action
Write
- CustomerRequired
- SegmentRequired
Action
Write
- CreatorRequired
  Whether the creator of this track should be the customer or a specific user
- EventRequired
  The event that this is an instance of
- Message ID
  (Optional) the unique ID of this message
- Properties
  Key/Value pairs containing extra data for this track (i.e. charge amount, target of an action)
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
  The custom object to create an instance of
- Search FieldRequired
- Customer
  The customer associated with this custom object instance
- Organization
  The organization associated with this custom object instance
- NameRequired
  The name of the custom object instance
- Owner (Teammate)
  The person at your company that owns this custom object instance
- Created By (Teammate)
  The person at your company that created this custom object instance
- External ID
  The external ID of this custom object instance
Action
Search or write
- Search FieldRequired
- Customer
  The customer associated with this task
- Organization
  The organization associated with this task
- NameRequired
  The name of the task
- Assigned Teammate
  The person at your company that should be assigned to this task
- Category
  The task's category
- Description
  The description of the task
- Due Date
  When this task should be completed
- Tags
  Tags that should be added to the task
- Traits
  Key/Value pairs about this task that you want to store
Action
Search or write

List Project Templates
Lists all Project Templates
Trigger
Scheduled
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List Custom Objects
Lists all Custom Objects
Trigger
Scheduled
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- Indicator
  Select to only fire this Zap for a specific 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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Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
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List Project Statuses
Lists all Project Statuses
Trigger
Scheduled
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- Segment
  Select to only fire this Zap for a specific Segment
Trigger
Instant
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Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
Try It
- Custom ObjectRequired
  The custom object to create an instance of
- Customer
  The customer associated with this custom object instance
- Organization
  The organization associated with this custom object instance
- NameRequired
  The name of the custom object instance
- Owner (Teammate)
  The person at your company that owns this custom object instance
- Created By (Teammate)
  The person at your company that created this custom object instance
- External ID
  The external ID of this custom object instance
Action
Write
- Customer
  The customer associated with this note
- Organization
  The organization associated with this note
- Teammate
  The person at your company that took this note
- Category
  The note category (e.g. Call or Meeting)
- Subject
  The subject of the note
- TextRequired
  The text of the note
- Date
  The date the note was taken
- Tags
  Tags that should be added to the note
- Traits
  Key/Value pairs about this note that you want to store
Action
Write
- Template TypeRequired
  Whether the template is for an account or an organization
Action
Write
- Customer
  The customer associated with this task
- Organization
  The organization associated with this task
- NameRequired
  The name of the task
- Assigned Teammate
  The person at your company that should be assigned to this task
- Category
  The task's category
- Description
  The description of the task
- Due Date
  When this task should be completed
- Tags
  Tags that should be added to the task
- Traits
  Key/Value pairs about this task that you want to store
Action
Write
- CustomerRequired
- Traits
  Key/Value pairs about this customer that you want to store
Action
Write
- OrganizationRequired
- Traits
  Key/Value pairs about this organization that you want to store
Action
Write
- UserRequired
- Traits
  Key/Value pairs about this user that you want to store
Action
Write
- Custom ObjectRequired
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- EmailRequired
Action
Search
- Search FieldRequired
- Customer
  The customer associated with this note
- Organization
  The organization associated with this note
- Teammate
  The person at your company that took this note
- Category
  The note category (e.g. Call or Meeting)
- Subject
  The subject of the note
- TextRequired
  The text of the note
- Date
  The date the note was taken
- Tags
  Tags that should be added to the note
- Traits
  Key/Value pairs about this note that you want to store
Action
Search or write

About Vitally

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

Related categories

CRM (Customer Relationship Management)

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Popular Vitally Integrations