Vitally + Webflow Integrations

How to connect Vitally + Webflow

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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
- SiteRequired
  Select the site that you would like to receive notifications from.
Trigger
Instant
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- Site
- CollectionRequired
Action
Write
- SiteRequired
- OrderRequired
  The order identifier.
Action
Write
- SiteRequired
- OrderRequired
  The order identifier.
Action
Write
- Site
- CollectionRequired
- ItemRequired
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
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
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- 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
- Site NameRequired
  Select the site that you would like to receive notifications from.
- Form NameRequired
  Forms will only show here if they have been published and have received at least 1 submission.
Trigger
Instant
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- SiteRequired
  Select the site that you would like to receive notifications from.
Trigger
Instant
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- Site
- CollectionRequired
Action
Write
- SiteRequired
- OrderRequired
  The order identifier.
- Reason
  The reason why this order needs refunding.
Action
Write
- Site
- CollectionRequired
- ItemRequired
Action
Write
- SiteRequired
- OrderRequired
  The order identifier.
- Comment
- Shipping Provider
- Shipping Tracking
Action
Write
- Api Docs Info
  API docs for Webflow are located here https://developers.webflow.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

How Vitally + Webflow Integrations Work

Step 1: Authenticate Vitally and Webflow.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Vitally + Webflow

About Vitally

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

Learn more

Related categories

CRM (Customer Relationship Management)

About Webflow

Design and build professional websites with a CMS from scratch online with Webflow.

Learn more

Related categories

Website Builders

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Vitally + Webflow Integrations

How to connect Vitally + Webflow

Connect your apps and automate workflows

Customer Created

List Custom Object Instances

Custom ObjectRequired

New Active Indicator at Customer

Playbook

Note Created

Organization Created

List Projects

Project Status Changed

Customer Exited Segment

Segment

Task Completed

Create Message

TypeRequired

UserRequired

Teammate

Message TextRequired

Subject

Timestamp

ID

URL

Conversation ID

Conversation URL

Create NPS Response

UserRequired

Reponse TimestampRequired

Score

Feedback

Response ID

Add Customer to Segment

CustomerRequired

SegmentRequired

Create Track

CreatorRequired

EventRequired

Message ID

Properties

Update a Custom Object Instance Traits

Custom ObjectRequired

Custom Object InstanceRequired

Update Project Status

ProjectRequired

StatusRequired

Find a Customer

Search FieldRequired

Search ValueRequired

Find an Event

NameRequired

Find a Organization

Search FieldRequired

Search ValueRequired

Find a User

Search FieldRequired

Search ValueRequired

Find or Create Custom Object Instance

Custom ObjectRequired

Search FieldRequired

Customer

Organization

NameRequired

Owner (Teammate)

Created By (Teammate)

External ID

Find or Create Task

Search FieldRequired

Customer

Organization

NameRequired

Assigned Teammate

Category

Description

Due Date

Tags

Traits

New Order

SiteRequired

Create Item