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Automatically trigger personalized in-app announcements via Beamer based on user behavior tracked in Vitally. Latenode's visual editor and affordable pricing lets you customize engagement strategies at scale using real-time customer data.
Connect Beamer and Vitally in minutes with Latenode.
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Create a New Scenario to Connect Beamer and Vitally
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
Beamer
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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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 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:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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Beamer
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Beamer, Vitally, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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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How can I connect my Beamer account to Vitally using Latenode?
To connect your Beamer account to Vitally on Latenode, follow these steps:
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:
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: