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Automate client health updates between Businessmap and Vitally. Latenode's visual editor simplifies complex logic, while affordable execution-based pricing handles high-volume data, ensuring proactive customer success management.
Connect Businessmap and Vitally in minutes with Latenode.
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Create a New Scenario to Connect Businessmap 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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Vitally will be your first step. To do this, click "Choose an app," find Businessmap or Vitally, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
Businessmap
Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap 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 Businessmap node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Businessmap
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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 Businessmap 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 Businessmap 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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Businessmap
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Businessmap, 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 Businessmap and Vitally integration works as expected. Depending on your setup, data should flow between Businessmap and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Businessmap + Vitally + Slack: When a card's status is updated in Businessmap, update the corresponding user's health score in Vitally, then notify the assigned account manager in Slack.
Vitally + Businessmap + Google Sheets: When a user's health score drops in Vitally, create a task for the account manager in Businessmap and log the event with customer details in Google Sheets.
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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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 Businessmap account to Vitally using Latenode?
To connect your Businessmap account to Vitally on Latenode, follow these steps:
Can I trigger Vitally updates based on Businessmap card movements?
Yes, you can! Latenode's real-time triggers allow instant updates in Vitally based on Businessmap changes, improving customer insights and action speed.
What types of tasks can I perform by integrating Businessmap with Vitally?
Integrating Businessmap with Vitally allows you to perform various tasks, including:
HowdoestheBusinessmapintegrationinLatenodehandlecustomfields?
Latenode supports custom field mapping between Businessmap and Vitally, ensuring seamless data transfer based on your specific business needs.
Are there any limitations to the Businessmap and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: