Popular ways to use Vitally workflows

• Create an NPS response in Vitally from new responses in AskNicely

  

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  Zapier

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  AskNicely, Vitally

  AskNicely + Vitally

  More details

  1. 

     When this happens

     Step 1: New Response

  2. 

     Then do this

     Step 2: Find a User

  3. 

     Then do this

     Step 3: Create NPS Response

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  Create an NPS response in Vitally from new responses in AskNicely

  

  by Zapier

  Zapier

  Create an NPS response in Vitally from new responses in AskNicely

  Try it

  • 
  • 
  • 

  AskNicely, Vitally

  AskNicely + Vitally

• Send Slack messages for new NPS responses

  

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  Zapier

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  Vitally, Slack

  Vitally + Slack

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  1. 

     When this happens

     Step 1: NPS Response Created

  2. 

     Then do this

     Step 2: Send Channel Message

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  Send Slack messages for new NPS responses

  

  by Zapier

  Zapier

  Send Slack messages for new NPS responses

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  Vitally, Slack

  Vitally + Slack

• Add new responses from SatisMeter into Vitally

  

  by Zapier

  Zapier

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  SatisMeter, Vitally

  SatisMeter + Vitally

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  1. 

     When this happens

     Step 1: New Survey Response

  2. 

     Then do this

     Step 2: Find a User

  3. 

     Then do this

     Step 3: Create NPS Response

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  Add new responses from SatisMeter into Vitally

  

  by Zapier

  Zapier

  Add new responses from SatisMeter into Vitally

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  SatisMeter, Vitally

  SatisMeter + Vitally

• Send Slack channel messages for new customer indicators in Vitally

  

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  Zapier

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  Vitally, Slack

  Vitally + Slack

  More details

  1. 

     When this happens

     Step 1: New Active Indicator at Customer

  2. 

     Then do this

     Step 2: Send Channel Message

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  Send Slack channel messages for new customer indicators in Vitally

  

  by Zapier

  Zapier

  Send Slack channel messages for new customer indicators in Vitally

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  Vitally, Slack

  Vitally + Slack

• Create Vitally messages from new inbound messages in Front

  

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  Zapier

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  Front, Vitally

  Front + Vitally

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     When this happens

     Step 1: New Inbound Message

  2. 

     Then do this

     Step 2: Find a User

  3. 

     Then do this

     Step 3: Find a Teammate

  4. 

     Then do this

     Step 4: Create Message

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  Create Vitally messages from new inbound messages in Front

  

  by Zapier

  Zapier

  Create Vitally messages from new inbound messages in Front

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  Front, Vitally

  Front + Vitally

• Create Vitally tasks for new Calendly bookings

  

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  Zapier

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  Calendly, Vitally

  Calendly + Vitally

  More details

  1. 

     When this happens

     Step 1: Invitee Created

  2. 

     Then do this

     Step 2: Find a User

  3. 

     Then do this

     Step 3: Create Task

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  Create Vitally tasks for new Calendly bookings

  

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  Zapier

  Create Vitally tasks for new Calendly bookings

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  Calendly, Vitally

  Calendly + Vitally

• Send new Vitally tasks to Asana

  

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  Zapier

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  Vitally, Asana

  Vitally + Asana

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  1. 

     When this happens

     Step 1: Task Created

  2. 

     Then do this

     Step 2: Find User

  3. 

     Then do this

     Step 3: Create Task

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  Send new Vitally tasks to Asana

  

  by Zapier

  Zapier

  Send new Vitally tasks to Asana

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  Vitally, Asana

  Vitally + Asana

• Create NPS Responses in Vitally from new Wootric responses

  

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  Zapier

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  Wootric by InMoment, Vitally

  Wootric by InMoment + Vitally

  More details

  1. 

     When this happens

     Step 1: New Response

  2. 

     Then do this

     Step 2: Find a User

  3. 

     Then do this

     Step 3: Create NPS Response

  See Zap detailsTry it

  Create NPS Responses in Vitally from new Wootric responses

  

  by Zapier

  Zapier

  Create NPS Responses in Vitally from new Wootric responses

  Try it

  • 
  • 
  • 

  Wootric by InMoment, Vitally

  Wootric by InMoment + Vitally

• 

  Customer Created

  Triggers when a new Customer is created in Vitally

  Trigger

  Instant
• 

  New Active Indicator at Customer

  Triggers when an indicator is activated for a customer

  Trigger

  Instant
• 

  Indicator Instance No Longer Active

  Triggers when an indicator is no longer active at a customer

  Trigger

  Instant
• 

  Note Created

  Triggers when a new Note is created in Vitally

  Trigger

  Instant
• 

  NPS Response Created

  Triggers when a new NPS Response is created in Vitally

  Trigger

  Instant
• 

  Project Created

  Triggers when a new Project is created in Vitally

  Trigger

  Instant
• 

  List Projects

  Lists all Projects

  Trigger

  Scheduled
• 

  List Project Statuses

  Lists all Project Statuses

  Trigger

  Scheduled
• Vitally

  Lists all Project Templates

  Scheduled

  Trigger

• Vitally

  Triggers when a Project's status changes in Vitally

  Instant

  Trigger

• Vitally

  Triggers when a Customer first enters a Segment

  Instant

  Trigger

• Vitally

  Triggers when a Customer exits a Segment

  Instant

  Trigger

• Vitally

  Triggers when a new Task is created in Vitally

  Instant

  Trigger

• Vitally

  Triggers when a Task is marked complete in Vitally

  Instant

  Trigger

• Vitally

  Creates an Message in Vitally

  Scheduled

  Action

• Vitally

  Creates a Note in Vitally

  Scheduled

  Action

• Vitally

  Create an NPS response

  Scheduled

  Action

• Vitally

  Creates a project in Vitally for the specified customer + template

  Scheduled

  Action

• Vitally

  Add a customer to a segment

  Scheduled

  Action

• Vitally

  Creates a Task in Vitally

  Scheduled

  Action

• Vitally

  Creates a new analytics track (charge, click, etc.) in Vitally

  Scheduled

  Action

• Vitally

  Update some of the specified customer's traits

  Scheduled

  Action

• Vitally

  Update the status

  Scheduled

  Action

• Vitally

  Update some of the specified user's traits

  Scheduled

  Action

• Vitally

  Finds a customer by id (vitally or external) or name

  Scheduled

  Action

• Vitally

  Finds a Event by name

  Scheduled

  Action

• Vitally

  Finds a user by id (vitally or external), name, or email

  Scheduled

  Action

• Vitally

  Finds a Teammate by email

  Scheduled

  Action