Brilliant Directories and Vitally Integration

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Automatically update Vitally with new Brilliant Directories members and their engagement. Latenode's visual editor makes complex segmentations easier. Plus, scale affordably using usage-based pricing.

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Brilliant Directories

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Brilliant Directories and Vitally

Create a New Scenario to Connect Brilliant Directories 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 Brilliant Directories, triggered by another scenario, or executed manually (for testing purposes). In most cases, Brilliant Directories or Vitally will be your first step. To do this, click "Choose an app," find Brilliant Directories or Vitally, and select the appropriate trigger to start the scenario.

Add the Brilliant Directories Node

Select the Brilliant Directories node from the app selection panel on the right.

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Configure the Brilliant Directories

Click on the Brilliant Directories node to configure it. You can modify the Brilliant Directories URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Vitally Node

Next, click the plus (+) icon on the Brilliant Directories 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.

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Configure the Brilliant Directories 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.

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Run node once

Set Up the Brilliant Directories 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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Save and Activate the Scenario

After configuring Brilliant Directories, 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 Brilliant Directories and Vitally integration works as expected. Depending on your setup, data should flow between Brilliant Directories 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 Brilliant Directories and Vitally

Brilliant Directories + Slack + Vitally: When a new user joins Brilliant Directories, a notification is sent to a designated Slack channel. Simultaneously, a new user profile is created in Vitally to track their onboarding progress.

Brilliant Directories + Google Sheets + Vitally: When a new user joins Brilliant Directories, their details are added to a Google Sheet for tracking. This data can be used in Vitally to track customer lifecycle events, given Vitally can connect to Google Sheets.

Brilliant Directories and Vitally integration alternatives

About Brilliant Directories

Orchestrate Brilliant Directories data within Latenode to automate member management and content workflows. Sync directory listings with CRMs, trigger email sequences based on membership changes, or automate content moderation. Extend directory features with Latenode's AI tools and custom JavaScript actions.

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.

See how Latenode works

FAQ Brilliant Directories and Vitally

How can I connect my Brilliant Directories account to Vitally using Latenode?

To connect your Brilliant Directories account to Vitally on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Brilliant Directories and click on "Connect".
  • Authenticate your Brilliant Directories and Vitally accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger Vitally updates from new Brilliant Directories member sign-ups?

Yes, you can! Latenode lets you automate real-time updates to Vitally based on Brilliant Directories activity. This ensures your customer data is always current, improving engagement & personalization.

What types of tasks can I perform by integrating Brilliant Directories with Vitally?

Integrating Brilliant Directories with Vitally allows you to perform various tasks, including:

  • Automatically create new Vitally users from Brilliant Directories members.
  • Update Vitally user segments based on Brilliant Directories membership levels.
  • Trigger personalized email campaigns in Vitally for new BD sign-ups.
  • Track Brilliant Directories member activity within Vitally dashboards.
  • Send customer success alerts based on BD activity via Vitally.

HowdoIhandlecustomfieldsfromBrilliantDirectoriesinLatenodewithVitally?

Latenode provides flexible data mapping, letting you seamlessly sync custom fields between Brilliant Directories and Vitally using either no-code tools or JavaScript code.

Are there any limitations to the Brilliant Directories and Vitally integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Brilliant Directories custom field structures might require JavaScript transformations.
  • Vitally API rate limits can affect the speed of large data synchronizations.
  • Real-time updates depend on the reliability of the Brilliant Directories webhook system.

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