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How to connect Basin and Vitally
Create a New Scenario to Connect Basin 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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or Vitally will be your first step. To do this, click "Choose an app," find Basin or Vitally, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Basin 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 Basin 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 Basin 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 Basin, 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 Basin and Vitally integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and Vitally
Basin + Vitally + Slack: When a new form submission is received in Basin, the user's data in Vitally is updated, and a notification is sent to a designated Slack channel.
Vitally + Basin + Google Sheets: Capture user feedback trends from Vitally by creating new Basin form submissions based on certain criteria and store this aggregated data in a Google Sheet for analysis.
Basin and Vitally integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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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 Basin and Vitally
How can I connect my Basin account to Vitally using Latenode?
To connect your Basin account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from new Basin form submissions?
Yes, using Latenode! Automatically update Vitally user data with each new Basin submission. This keeps your customer profiles accurate, enhancing personalization.
What types of tasks can I perform by integrating Basin with Vitally?
Integrating Basin with Vitally allows you to perform various tasks, including:
- Create new Vitally users from Basin form submissions.
- Update existing Vitally user attributes with Basin data.
- Trigger Vitally alerts based on Basin form responses.
- Send personalized emails via Vitally using Basin data.
- Log Basin form data as activities in Vitally.
How can I ensure Basin form data securely reaches Vitally?
Latenode's secure data handling and encryption ensure reliable transfer. Use built-in error handling for robust integration.
Are there any limitations to the Basin and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on API rate limits.
- Custom field mapping beyond basic types needs extra configuration.
