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Automatically update customer profiles in Vitally based on equipment rental data from Booqable using Latenode's visual editor. Track customer behavior and trigger personalized engagement, while using affordable execution-based pricing for scaling.
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Booqable
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Create a New Scenario to Connect Booqable and Vitally
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Booqable, triggered by another scenario, or executed manually (for testing purposes). In most cases, Booqable or Vitally will be your first step. To do this, click "Choose an app," find Booqable or Vitally, and select the appropriate trigger to start the scenario.
Add the Booqable Node
Select the Booqable node from the app selection panel on the right.
Booqable
Configure the Booqable
Click on the Booqable node to configure it. You can modify the Booqable URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Vitally Node
Next, click the plus (+) icon on the Booqable node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Booqable
โ
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 Booqable 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 Booqable and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
โ
AI Anthropic Claude 3
โ
Vitally
Trigger on Webhook
โ
Booqable
โ
โ
Iterator
โ
Webhook response
Save and Activate the Scenario
After configuring Booqable, Vitally, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Booqable and Vitally integration works as expected. Depending on your setup, data should flow between Booqable and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Booqable + Slack: When a rental agreement ends (determined by updates to customer info in Booqable), a direct message is sent via Slack to the customer with a link to a satisfaction survey.
Vitally + Booqable + Google Sheets: Track customer lifetime value from Vitally alongside rental history from Booqable in Google Sheets. When a user is updated in Vitally, their information, combined with Booqable rental history, is added as a new row in a Google Sheet.
About Booqable
Automate equipment rental workflows with Booqable in Latenode. Create flows to update inventory, trigger notifications, or manage customer data based on rental events. Sync data across platforms, like accounting or CRM, without manual updates. Use Latenode's visual editor and flexible logic to streamline booking processes and reporting.
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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 Booqable account to Vitally using Latenode?
To connect your Booqable account to Vitally on Latenode, follow these steps:
Can I track rental product usage in Vitally based on Booqable orders?
Yes, you can! Latenode enables real-time data synchronization. Automatically update Vitally with Booqable order info for better customer usage insights and proactive support.
What types of tasks can I perform by integrating Booqable with Vitally?
Integrating Booqable with Vitally allows you to perform various tasks, including:
How secure is Booqable data when used within Latenode workflows?
Latenode employs industry-standard security protocols, including encryption, to protect your Booqable data during processing and transfer within workflows.
Are there any limitations to the Booqable and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: