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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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Create a New Scenario to Connect Brilliant Directories 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 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.
Brilliant Directories
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.
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.
Brilliant Directories
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 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.
Set Up the Brilliant Directories and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
โ
Vitally
Trigger on Webhook
โ
Brilliant Directories
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โ
Iterator
โ
Webhook response
Save and Activate the Scenario
After configuring Brilliant Directories, 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 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.
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.
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.
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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 Brilliant Directories account to Vitally using Latenode?
To connect your Brilliant Directories account to Vitally on Latenode, follow these steps:
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:
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: