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

Vitally

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Angie Poole

Anytime a note created is created in Vitally, filter my data in Filter by Zapier and update customer traits in Vitally.

New Note Created [Vitally] --> Update Other Notes [Vitally]

“Anytime a note created is created in Vitally, filter my data in Filter by Zapier and update customer traits in Vitally.”

Trusted at companies large and small

This Zap works in 3 steps …

Anytime a note created is created in Your App

Filter my data in Filter by Zapier

Update customer traits in Your App

This Zap uses the following 2 apps

Vitally

Filter by Zapier

Vitally + Filter by Zapier