Vitally Integrations

Name: Zapier
Availability: InStock

Put Vitally to work with AI and enterprise-grade automation

Automate smarter with Vitally and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Slack

Team Chat

Salesforce

CRM (Customer Relationship Management)

Intercom

Customer Support

Notion

Task Management

HubSpot

Marketing Automation

Jira Software Cloud

Project Management

Circle

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Slack

Team Chat

Salesforce

CRM (Customer Relationship Management)

Intercom

Customer Support

Notion

Task Management

HubSpot

Marketing Automation

Jira Software Cloud

Project Management

Slack

Team Chat

Salesforce

CRM (Customer Relationship Management)

Intercom

Customer Support

Notion

Task Management

HubSpot

Marketing Automation

Jira Software Cloud

Project Management

Circle

CRM (Customer Relationship Management)

Google Sheets

Google, Spreadsheets

Calendly

Scheduling & Booking

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create a note in Vitally when a new Gong call is summarized by ChatGPT
Premium
Details
Try it
Gong + Formatter by Zapier + ChatGPT (OpenAI) + 3 more
Create an NPS response in Vitally from new responses in AskNicely
Details
Try it
AskNicely + Vitally
Create multiple Google Sheets rows for each new Vitally nps response
Details
Try it
Vitally + Google Sheets
Send channel messages in Slack when new custom object instances are created in Vitally
Details
Try it
Vitally + Slack
Send Slack messages for new NPS responses
Details
Try it
Vitally + Slack
Add new responses from SatisMeter into Vitally
Details
Try it
SatisMeter + Vitally

Create a note in Vitally when a new Gong call is summarized by ChatGPT

Details

Try it

Gong + Formatter by Zapier + ChatGPT (OpenAI) + 3 more

Create an NPS response in Vitally from new responses in AskNicely

Details

Try it

AskNicely + Vitally

Create multiple Google Sheets rows for each new Vitally nps response

Details

Try it

Vitally + Google Sheets

Send channel messages in Slack when new custom object instances are created in Vitally

Details

Try it

Vitally + Slack

Send Slack messages for new NPS responses

Details

Try it

Vitally + Slack

Add new responses from SatisMeter into Vitally

Details

Try it

SatisMeter + Vitally

Send Slack channel messages for new customer indicators in Vitally

Details

Try it

Vitally + Slack

Create Vitally messages from new inbound messages in Front

Details

Try it

Front + Vitally

Create NPS Responses in Vitally from new Wootric responses

Details

Try it

Wootric by InMoment + Vitally

Tag companies in Copper when new accounts are created in Vitally

Details

Try it

Vitally + Copper

Create messages in Vitally from new outbound messages in Front

Details

Try it

Front + Formatter by Zapier + Vitally

Share updates from Vitally as funnel events to Facebook Conversions

Details

Try it

Vitally + Facebook Conversions

Send Slack channel messages for new customer indicators in Vitally
Details
Try it
Vitally + Slack
Create Vitally messages from new inbound messages in Front
Details
Try it
Front + Vitally
Create NPS Responses in Vitally from new Wootric responses
Details
Try it
Wootric by InMoment + Vitally
Tag companies in Copper when new accounts are created in Vitally
Details
Try it
Vitally + Copper
Create messages in Vitally from new outbound messages in Front
Details
Try it
Front + Formatter by Zapier + Vitally
Share updates from Vitally as funnel events to Facebook Conversions
Details
Try it
Vitally + Facebook Conversions

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
Try It
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

List Project Templates
Triggers when Project Templates are listed.
Trigger
Polling
Try It
List Custom Objects
Triggers when Custom Objects are listed.
Trigger
Polling
Try It
- Custom Object
  Required
Trigger
Instant
Try It
- Indicator
Trigger
Instant
Try It
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
Try It
Task Completed
Triggers when a Task is marked complete in Vitally.
Trigger
Instant
Try It
- 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

For builders

Let your AI safely access Vitally

Go beyond Zap workflows. Install Zapier in your AI to call Vitally actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Vitally from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create a Custom Object Instance
Create Message

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Vitally actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Vitally connection @ https://zapier.com/fr/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "vitally", owner: "me" });

await zapier.runAction({
  app: 'vitally',
  action: 'customObjectInstanceCreate',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Vitally Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Vitally

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Vitally Integrations

Put Vitally to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create a note in Vitally when a new Gong call is summarized by ChatGPT

Create an NPS response in Vitally from new responses in AskNicely

Create multiple Google Sheets rows for each new Vitally nps response

Send channel messages in Slack when new custom object instances are created in Vitally

Send Slack messages for new NPS responses

Add new responses from SatisMeter into Vitally

Create a note in Vitally when a new Gong call is summarized by ChatGPT

Create an NPS response in Vitally from new responses in AskNicely

Create multiple Google Sheets rows for each new Vitally nps response

Send channel messages in Slack when new custom object instances are created in Vitally

Send Slack messages for new NPS responses

Add new responses from SatisMeter into Vitally

Send Slack channel messages for new customer indicators in Vitally

Create Vitally messages from new inbound messages in Front

Create NPS Responses in Vitally from new Wootric responses

Tag companies in Copper when new accounts are created in Vitally

Create messages in Vitally from new outbound messages in Front

Share updates from Vitally as funnel events to Facebook Conversions

Send Slack channel messages for new customer indicators in Vitally

Create Vitally messages from new inbound messages in Front

Create NPS Responses in Vitally from new Wootric responses

Tag companies in Copper when new accounts are created in Vitally

Create messages in Vitally from new outbound messages in Front

Share updates from Vitally as funnel events to Facebook Conversions

Let your AI safely access Vitally

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Vitally Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Vitally Integrations

Popular Vitally Integrations

Connect Your App Accounts to Zapier