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Automatically update Vitally customer health scores based on Awork project milestones, ensuring proactive client success management. Latenode’s visual editor and affordable pricing make complex integrations simple and cost-effective.
Connect Awork and Vitally in minutes with Latenode.
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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.
Awork
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.
Awork
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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 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:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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Awork
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Iterator
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Webhook response
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.
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.
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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How can I connect my Awork account to Vitally using Latenode?
To connect your Awork account to Vitally on Latenode, follow these steps:
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:
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: