Vitally Integrations

CRM (Customer Relationship Management)

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Google Sheets

Google, Spreadsheets

Slack

Team Chat

Gong

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

HubSpot

Marketing Automation

Jira Software Cloud

Project Management

Salesforce

CRM (Customer Relationship Management)

Notion

Task Management

monday.com

Project Management

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Gong

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

HubSpot

Marketing Automation

Jira Software Cloud

Project Management

Google Sheets

Google, Spreadsheets

Slack

Team Chat

Gong

CRM (Customer Relationship Management)

Calendly

Scheduling & Booking

HubSpot

Marketing Automation

Jira Software Cloud

Project Management

Salesforce

CRM (Customer Relationship Management)

Notion

Task Management

monday.com

Project Management

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Quickly automate Vitally integrations with Zapier's templates

Create a note in Vitally when a new Gong call is summarized by ChatGPT
Premium
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Gong + Webhooks by Zapier + Formatter by Zapier + 3 more
Create Vitally tasks for new Calendly bookings
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Calendly + Vitally
Notify Slack channel when customers enter new segments in Vitally
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Vitally + Slack
Create Vitally messages from new inbound messages in Front
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Front + Vitally

Create multiple Google Sheets rows for each new Vitally nps response
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Vitally + Google Sheets

Create Vitally custom object instances from new or updated rows in Google Sheets
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Google Sheets + Vitally

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

Premium

Gong + Webhooks by Zapier + Formatter by Zapier + 3 more

Create Vitally tasks for new Calendly bookings

Calendly + Vitally

Notify Slack channel when customers enter new segments in Vitally

Vitally + Slack

Create Vitally messages from new inbound messages in Front

Front + Vitally

Create multiple Google Sheets rows for each new Vitally nps response

Vitally + Google Sheets

Create Vitally custom object instances from new or updated rows in Google Sheets

Google Sheets + Vitally

Supported triggers and actions

What does this mean?

Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
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- Custom ObjectRequired
Trigger
Scheduled
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- Custom ObjectRequired
Trigger
Instant
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- Playbook
Trigger
Instant
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Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant
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Organization Created
Triggers when a new Organization is created in Vitally
Trigger
Instant
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Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
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List Project Statuses
Lists all Project Statuses
Trigger
Scheduled
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- Segment
Trigger
Instant
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Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
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- Custom ObjectRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Write
- Template TypeRequired
Action
Write
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- CustomerRequired
- Traits
Action
Write
- OrganizationRequired
- Traits
Action
Write
- UserRequired
- Traits
Action
Write
- Custom ObjectRequired
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- EmailRequired
Action
Search
- Search FieldRequired
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Search or write

List Project Templates
Lists all Project Templates
Trigger
Scheduled
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List Custom Objects
Lists all Custom Objects
Trigger
Scheduled
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- Custom ObjectRequired
Trigger
Instant
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- Indicator
Trigger
Instant
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NPS Response Created
Triggers when a new NPS Response is created in Vitally
Trigger
Instant
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List Project Templates
Lists all Project Templates
Trigger
Scheduled
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List Projects
Lists all Projects
Trigger
Scheduled
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Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
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- Segment
Trigger
Instant
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Task Completed
Triggers when a Task is marked complete in Vitally
Trigger
Instant
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- TypeRequired
- UserRequired
- Teammate
- Message TextRequired
- Subject
- Timestamp
- ID
- URL
- Conversation ID
- Conversation URL
Action
Write
- UserRequired
- Reponse TimestampRequired
- Score
- Feedback
- Response ID
Action
Write
- CustomerRequired
- SegmentRequired
Action
Write
- CreatorRequired
- EventRequired
- Message ID
- Properties
Action
Write
- Custom ObjectRequired
- Custom Object InstanceRequired
Action
Write
- ProjectRequired
- StatusRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Custom ObjectRequired
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Search or write
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write

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