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How to connect Beamer and Vitally
Create a New Scenario to Connect Beamer 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 Beamer, triggered by another scenario, or executed manually (for testing purposes). In most cases, Beamer or Vitally will be your first step. To do this, click "Choose an app," find Beamer or Vitally, and select the appropriate trigger to start the scenario.
Add the Beamer Node
Select the Beamer node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Beamer 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 Beamer 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 Beamer 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 Beamer, 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 Beamer and Vitally integration works as expected. Depending on your setup, data should flow between Beamer 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 Beamer and Vitally
Beamer + Vitally + Slack: When a new post is created in Beamer, the automation searches for users in Vitally who have viewed the announcement and sends a notification to a designated Slack channel summarizing changes in customer health scores for those users.
Beamer + Intercom + Vitally: When a new post is created in Beamer, the automation identifies relevant customer segments. It then triggers personalized messages in Intercom to users in those segments. Finally, a note is created in Vitally with the customer segments who were notified.
Beamer and Vitally integration alternatives
About Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
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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 Beamer and Vitally
How can I connect my Beamer account to Vitally using Latenode?
To connect your Beamer account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Beamer and click on "Connect".
- Authenticate your Beamer and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Beamer announcements based on Vitally health scores?
Yes, you can! Latenode allows real-time triggers, so when a Vitally health score changes, you can automatically post a Beamer announcement offering proactive support. Improve customer satisfaction and retention!
What types of tasks can I perform by integrating Beamer with Vitally?
Integrating Beamer with Vitally allows you to perform various tasks, including:
- Automatically announce new features to specific Vitally user segments.
- Create Vitally tasks when a user reacts to a Beamer announcement.
- Update Vitally user data based on Beamer engagement metrics.
- Send targeted Beamer announcements based on Vitally lifecycle stage.
- Track Beamer announcement click-through rates within Vitally.
HowdoIcustomizeBeamerannouncementswithdatafromVitallyonLatenode?
Latenode's data mapping feature allows you to dynamically insert Vitally user data, like name and plan, into Beamer announcements for personalization.
Are there any limitations to the Beamer and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Beamer and Vitally may affect high-volume workflows.
- Some advanced Vitally segmentation criteria may not be directly transferable.
- Custom JavaScript code might be required for highly specific data transformations.
