Zapier

Enabling the 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]
Zapier triggers
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!
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Indicator Instance No Longer Active - Triggers when an indicator is no longer active at an account
Customer Created - Triggers when a new customer (i.e. account) is created in Vitally
Note Created - Triggers when a note is created in Vitally
Customer Entered Segment - Triggered when an account first enters a segment
Customer Exited Segment - Triggered when an account exits a segment
NPS Response Created - Triggered when a new NPS response is created in Vitally
Task Created - Triggers when a task is created in Vitally
Zapier actions
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!
Create a Task - Create a new task in Vitally
Update Customer Traits - Add or update a set of traits for an account in Vitally
Create a Note - Create a new note in Vitally
Create NPS Response - Log a new NPS response in Vitally (e.g. from Delighted, AskNicely, etc)
Update User Traits - Add or update a set of traits for an user in Vitally
Create Track - Create a new track event (e.g. "button clicked") in Vitally
Create Message - Create a new message in Vitally (e.g. from Drift, Front, etc)
Add Customer to Segment - Add an account to a segment
Find a Customer - Find an account in Vitally by an ID or by name
Find a User - Find a user in Vitally by an ID, name, or email
Find a Vitally User - Find a teammate with a Vitally profile by email
Find an Event - Finds a previously-created product event (e.g. "button clicked") by name

Other integrations - Previous

Slack

Next - Managing the customer lifecycle

Lifecycle Tracking

Last modified 1yr ago

Copy link

Contents

Enabling the Zapier integration

Zapier triggers

Zapier actions