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How to connect Avaza and Vitally
Create a New Scenario to Connect Avaza 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 Avaza, triggered by another scenario, or executed manually (for testing purposes). In most cases, Avaza or Vitally will be your first step. To do this, click "Choose an app," find Avaza or Vitally, and select the appropriate trigger to start the scenario.
Add the Avaza Node
Select the Avaza node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Avaza 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 Avaza 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 Avaza 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 Avaza, 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 Avaza and Vitally integration works as expected. Depending on your setup, data should flow between Avaza 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 Avaza and Vitally
Avaza + Vitally + Slack: When a project is completed in Avaza, the client's health score is updated in Vitally, and a celebratory message is sent to a specified Slack channel.
Vitally + Avaza + Google Sheets: When a customer's health score drops in Vitally, a task is created in Avaza to investigate the score drop, and the details are logged in Google Sheets.
Avaza and Vitally integration alternatives
About Avaza
Automate project management with Avaza in Latenode. Create flows that sync tasks, track time, and manage expenses automatically. Use Latenode's visual editor to tailor Avaza workflows and connect them to other apps. Streamline reporting and billing cycles with no-code logic and custom scripts for efficient project oversight.
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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 Avaza and Vitally
How can I connect my Avaza account to Vitally using Latenode?
To connect your Avaza account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Avaza and click on "Connect".
- Authenticate your Avaza and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally segments based on Avaza project completion?
Yes, you can! Latenode enables real-time updates using its visual editor. This ensures Vitally reflects current project status, boosting customer success insights.
What types of tasks can I perform by integrating Avaza with Vitally?
Integrating Avaza with Vitally allows you to perform various tasks, including:
- Automatically creating new Vitally users when a new Avaza client is added.
- Triggering alerts in Vitally when Avaza projects reach key milestones.
- Syncing project budget data from Avaza to monitor client health in Vitally.
- Updating Vitally user properties based on Avaza task completion.
- Creating Avaza tasks when a customer's health score drops in Vitally.
HowdoIautomaticallycreateAvazaprojectswhenanewVitallyaccountiscreated?
Use Latenode's visual editor and pre-built blocks to link new Vitally accounts to Avaza. This streamlines project setup and ensures seamless onboarding.
Are there any limitations to the Avaza and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Avaza to Vitally may require custom scripting.
- Complex conditional logic might necessitate JavaScript coding within Latenode.
- Rate limits from Avaza and Vitally APIs can impact high-volume data syncs.
