Vitally's growing suite of plug-and-play integrations can be used to unify your disparate customer datasets into Vitally. đ
Integration Disconnections
If you ever need to turn off an integration and reintegrate, the configuration will be lost and can not be retrieved. Our suggestion is to take a screenshot of your configuration so you can reference it as you integrate again!
When an integration becomes disconnected, an email is sent to the Vitally user who initially enabled the integration. You can also choose which team members receive reconnect notifications for any integration from Settings (âď¸) > Alerts (under Connectors). This page controls notification recipients across all integrations in one place, and lets you enable a digest email that lists every integration currently needing reconnection in a single message.
How To | How To Visual |
Add a recipient for a specific integration or Email & Calendar connection
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To add a recipient to every integration at once, use the + Add recipient button in the top-right corner, then select the All Integrations option in the checkbox list.
In addition to email notifications, Vitally displays an in-app banner when an integration requires reconnection. Admins see a banner for all disconnected integrations. Individual users see a banner if their own connected integration (such as Google or Outlook) needs to be reconnected. If multiple integrations need attention, the banner shows a count. The banner links directly to the relevant integration setup page or to the integrations catalog if there are multiple. The disconnected integrations banner can be dismissed and will reappear after 24 hours until the integration is reconnected.
For certain integrations, Vitally periodically tests connections that have been flagged as needing reconnection and automatically restores them if the connection is found to be healthy. This check runs once daily, around midnight EST. If an integration is automatically restored, no action is required. In some cases, you may receive a reconnect notification as part of this process even if the connection is subsequently restored automatically.
Integration Partners
These are not Vitally native integrations, but partners who have created integrations within their platform.
Because these integrations are not native to Vitally, we are unable to assist with these configurations. Please reach out to the respective platform for assistance!
Sync survey data from Simplesat into Vitally on a recurring schedule | |
Sync your data from Census into Vitally | |
Sync Objects and Events from Hightouch to Vitally | |
Sync customer requests from Thena into Vitally Conversations, centralizing requests from Slack, Email, Web, and Microsoft Teams in Vitally |