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Automatically qualify leads from 123FormBuilder in Vitally with Latenode. Use our visual editor's no-code blocks, JavaScript functions, and affordable execution pricing to build custom workflows that enrich user profiles.
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123FormBuilder
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Create a New Scenario to Connect 123FormBuilder and Vitally
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a 123FormBuilder, triggered by another scenario, or executed manually (for testing purposes). In most cases, 123FormBuilder or Vitally will be your first step. To do this, click "Choose an app," find 123FormBuilder or Vitally, and select the appropriate trigger to start the scenario.
Add the 123FormBuilder Node
Select the 123FormBuilder node from the app selection panel on the right.
123FormBuilder
Configure the 123FormBuilder
Click on the 123FormBuilder node to configure it. You can modify the 123FormBuilder URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Vitally Node
Next, click the plus (+) icon on the 123FormBuilder node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
123FormBuilder
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Vitally
Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the 123FormBuilder and Vitally Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the 123FormBuilder and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Vitally
Trigger on Webhook
β
123FormBuilder
β
β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring 123FormBuilder, Vitally, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the 123FormBuilder and Vitally integration works as expected. Depending on your setup, data should flow between 123FormBuilder and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
123FormBuilder + Vitally + Slack: When a new submission is received in 123FormBuilder, the user's data in Vitally is updated, and a notification is sent to the sales team in Slack.
Vitally + 123FormBuilder + Google Sheets: When a user is updated in Vitally, trigger sending 123FormBuilder form to get feedback and save the submission details in Google Sheets.
About 123FormBuilder
Streamline data collection by connecting 123FormBuilder to Latenode. Automatically trigger workflows when forms are submitted. Route form data to CRMs, databases, or email marketing tools. Use Latenode to validate entries, calculate scores, and manage follow-ups β automating processes with a no-code, scalable workflow.
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About Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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How can I connect my 123FormBuilder account to Vitally using Latenode?
To connect your 123FormBuilder account to Vitally on Latenode, follow these steps:
Can I update Vitally when someone submits a form?
Yes, you can! Latenode allows real-time updates to Vitally from 123FormBuilder submissions. Automate tasks, improve data accuracy, and enhance customer insights, all with a no-code visual builder.
What types of tasks can I perform by integrating 123FormBuilder with Vitally?
Integrating 123FormBuilder with Vitally allows you to perform various tasks, including:
How secure is data transferred between 123FormBuilder and Vitally on Latenode?
Latenode uses secure data transfer protocols. Data encryption and access controls protect your information during integration, ensuring data privacy and compliance.
Are there any limitations to the 123FormBuilder and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: