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How to connect Awork and Vitally
Create a New Scenario to Connect Awork 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 Awork, triggered by another scenario, or executed manually (for testing purposes). In most cases, Awork or Vitally will be your first step. To do this, click "Choose an app," find Awork or Vitally, and select the appropriate trigger to start the scenario.
Add the Awork Node
Select the Awork node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Awork 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 Awork 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 Awork 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Awork, 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 Awork and Vitally integration works as expected. Depending on your setup, data should flow between Awork 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 Awork and Vitally
Awork + Vitally + Slack: When a project in Awork reaches a new milestone, it triggers an update to the client's health score in Vitally. Subsequently, a notification is sent to a dedicated Slack channel informing the team about the updated health score.
Vitally + Awork + Google Sheets: When a customer's health score in Vitally drops, automatically create a task in Awork to address the issue and log the health score change in Google Sheets for analysis.
Awork and Vitally integration alternatives
About Awork
Manage Awork tasks in Latenode to automate project updates and reporting. Trigger flows on new tasks, sync deadlines across tools, or create custom reports. Use Latenode's logic functions and webhooks to connect Awork to any system, crafting automated workflows without complex coding, and scale project management tasks efficiently.
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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 Awork and Vitally
How can I connect my Awork account to Vitally using Latenode?
To connect your Awork account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Awork and click on "Connect".
- Authenticate your Awork and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally based on Awork task completion?
Yes, using Latenode! Trigger Vitally updates when Awork tasks are completed. This ensures real-time customer success tracking and proactive engagement, leveraging Latenode's advanced logic blocks.
What types of tasks can I perform by integrating Awork with Vitally?
Integrating Awork with Vitally allows you to perform various tasks, including:
- Create Vitally users when new projects are created in Awork.
- Update Vitally segments based on Awork task completion status.
- Send notifications to Vitally when project milestones are reached in Awork.
- Track Awork task progress directly within Vitally customer profiles.
- Automatically generate Awork tasks from Vitally user feedback.
Can I trigger custom JavaScript code on new Awork tasks?
Yes! With Latenode, you can execute custom JavaScript code when new tasks are created in Awork, adding unparalleled flexibility to your automations.
Are there any limitations to the Awork and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of the Awork and Vitally APIs still apply.
- Real-time synchronization depends on API availability.
