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.

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Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Gong

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Typeform

Forms & Surveys

Intercom

Customer Support

Notion

Task Management

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Gong

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Slack

Team Chat

Google Sheets

Google, Spreadsheets

Gong

CRM (Customer Relationship Management)

HubSpot

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

Typeform

Forms & Surveys

Intercom

Customer Support

Notion

Task Management

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
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Gong + Formatter by Zapier + ChatGPT (OpenAI) + 3 more
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
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Vitally + Slack
Create Vitally messages from new inbound messages in Front
Details
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Front + Vitally
Create an NPS response in Vitally from new responses in AskNicely
Details
Try it
AskNicely + Vitally
Send Slack messages for new NPS responses
Details
Try it
Vitally + Slack

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 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

Create Vitally messages from new inbound messages in Front

Details

Try it

Front + Vitally

Create an NPS response in Vitally from new responses in AskNicely

Details

Try it

AskNicely + Vitally

Send Slack messages for new NPS responses

Details

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Vitally + Slack

Add new responses from SatisMeter into Vitally

Details

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SatisMeter + Vitally

Send Slack channel messages for new customer indicators in Vitally

Details

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Vitally + Slack

Create NPS Responses in Vitally from new Wootric responses

Details

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Wootric by InMoment + Vitally

Tag companies in Copper when new accounts are created in Vitally

Details

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Vitally + Copper

Create messages in Vitally from new outbound messages in Front

Details

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Front + Formatter by Zapier + Vitally

Share updates from Vitally as funnel events to Facebook Conversions

Details

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Vitally + Facebook Conversions

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 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
Lists all Project Statuses
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
Lists all Project Templates
Trigger
Polling
Try It
List Custom Objects
Lists all Custom Objects
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
Lists all Project Templates
Trigger
Polling
Try It
List Projects
Lists all Projects
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

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.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Launch your first automated workflow

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

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

Create Vitally messages from new inbound messages in Front

Create an NPS response in Vitally from new responses in AskNicely

Send Slack messages for new NPS responses

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

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

Create Vitally messages from new inbound messages in Front

Create an NPS response in Vitally from new responses in AskNicely

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 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

Add new responses from SatisMeter into Vitally

Send Slack channel messages for new customer indicators in Vitally

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

Supported triggers and actions