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Zapier
Integrate Vitally with over 1,000 apps using our Zapier integration
To enable the Zapier integration, navigate to Integrations -> Zapier in your Account Settings (get there via Quick Jump). Once you click the switch in the top right, you'll be provided with an API key to use with Zapier:
Click the Accept Invite to Zapier Beta button and follow the process Zapier guides you through. When done, Vitally will be listed as an app you can use in all your Zaps!
Vitally isn't showing in my list of apps - why? Zapier seems to have a bug in listing beta apps sometimes. If you've followed the above process and you don't see Vitally as an app in their list, give your browser a refresh. If you still don't see it, send us a note at [email protected]
At Vitally, we are constantly growing the list of trigger events we support for Zapier. We currently support the below. If you think something is missing, let us know!
- Customer Created - Triggers when a new customer (i.e. account) is created in Vitally
- Organization Created - Triggers when a new organization is created in Vitally
- Task Created - Triggers when a task is created in Vitally
- Task Completed - Triggers when a task is completed in Vitally
- Note Created - Triggers when a note is created in Vitally
- Project Created - Triggers when a project is created in Vitally
- Project Status Changed - Triggers when a project status is changed in Vitally (i.e. On Track to Behind)
- Customer Entered Segment - Triggered when an account first enters a segment
- Customer Exited Segment - Triggered when an account exits a segment
- New Active Indicator at Customer - Triggers when an indicator is activated for an account
- Indicator Instance No Longer Active - Triggers when an indicator is no longer active at an account
- NPS Response Created - Triggered when a new NPS response is created in Vitally
- Custom Object Instance Created - Triggers when a custom object instance is created in Vitally
- Custom Object Instance Updated - Triggers when a custom object instance is updated in Vitally
At Vitally, we are constantly growing the list of actions we support for Zapier. We currently support the below. If you think something is missing, let us know!
- Find an Organization - Find an Organization in Vitally by an ID or by name
- Update Organization Trait - Add or update a set of traits for an organization in Vitally
- Add Customer to Segment - Add an account to a segment
- Find a Customer - Find an account in Vitally by an ID or by name
- Update Customer Traits - Add or update a set of traits for an account in Vitally
- Find a User - Find a user in Vitally by an ID, name, or email
- Update User Traits - Add or update a set of traits for an user in Vitally
- List Custom Objects - List all available custom objects
- Get Custom Object - Retrieve a custom object by name
- Find a Custom Object Instance - Find a custom object instance by ID, externalId, organization, customer, or trait value
- List Custom Object Instances - List all available custom object instances
- Create a Custom Object Instance - Create a custom object instance in Vitally and attach it to a customer or organization
- Update Custom Object Instance Traits - Update traits for an existing custom object instance in Vitally
- Create a Task - Create a new task in Vitally
- Find a Task - Find a task by ID, externalId, organization, customer, or trait value
- Create a Note - Create a new note in Vitally
- Find a Note - Find a note by ID, externalId, organization, customer, or trait value
- Create NPS Response - Log a new NPS response in Vitally (e.g. from Delighted, AskNicely, etc)
- Create Message - Create a new message in Vitally (e.g. from Drift, Front, etc)
- Create Track - Create a new track event (e.g. "button clicked") in Vitally
- Find an Event - Finds a previously-created product event (e.g. "button clicked") by name
- Create Project from Template - Create a new project in Vitally from a template
- Update Project Status - Update an existing projects status
- Find a Teammate - Find a teammate with a Vitally profile by email
- Update Customer Traits - Update an Account level trait value
- Update Organization Trait - Update an Organization level trait value
- Update User Trait - Update a User level trait value
When updating a multi-select trait, it expects an array formatting. The values must include the square brackets, quotes around the values, and comma-separated. For example:
- single value:
["blue"] - multi-value:
["green", "red"]