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How to connect Airparser and Vitally
Create a New Scenario to Connect Airparser and Vitally
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Airparser, triggered by another scenario, or executed manually (for testing purposes). In most cases, Airparser or Vitally will be your first step. To do this, click "Choose an app," find Airparser or Vitally, and select the appropriate trigger to start the scenario.
Add the Airparser Node
Select the Airparser node from the app selection panel on the right.
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Configure the Airparser
Click on the Airparser node to configure it. You can modify the Airparser 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 Airparser node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
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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 Airparser 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 Airparser and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Airparser, Vitally, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Airparser and Vitally integration works as expected. Depending on your setup, data should flow between Airparser and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Airparser and Vitally
Vitally + Airparser + Slack: When a user's attributes are updated in Vitally indicating a health score drop, Airparser extracts relevant customer data from a specified document, and Slack sends a notification to a designated channel.
Vitally + Airparser + Google Sheets: When a user in Vitally is updated and flagged as at risk, Airparser extracts contact information from a specific document. This extracted information is then logged as a new row in a Google Sheet for outreach purposes.
Airparser and Vitally integration alternatives
About Airparser
Airparser in Latenode extracts data from PDFs, emails, and documents. Automate data entry by feeding parsed content directly into your CRM or database. Use Latenode's logic functions to validate or transform data, then trigger actions like sending notifications or updating records. Scale document processing without complex code.
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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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See how Latenode works
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FAQ Airparser and Vitally
How can I connect my Airparser account to Vitally using Latenode?
To connect your Airparser account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Airparser and click on "Connect".
- Authenticate your Airparser and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Vitally users from parsed Airparser data?
Yes, you can! Latenode lets you automate user data updates in Vitally using Airparser extracts. Streamline your customer data and personalize experiences with zero coding.
What types of tasks can I perform by integrating Airparser with Vitally?
Integrating Airparser with Vitally allows you to perform various tasks, including:
- Automatically create new Vitally users from Airparser data extractions.
- Update existing Vitally user profiles with parsed contact information.
- Trigger Vitally alerts based on data points extracted by Airparser.
- Enrich Vitally customer segments with Airparser-sourced attributes.
- Log Airparser data extraction results as Vitally user events.
What Airparser data formats are supported on Latenode?
Latenode supports JSON, CSV, and TXT formats for data extracted by Airparser, enabling seamless integration into Vitally workflows.
Are there any limitations to the Airparser and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Large Airparser datasets may impact workflow execution speed.
- Vitally API rate limits may affect high-volume data updates.
