Captions and Vitally Integration

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Automatically update Vitally customer profiles with transcript summaries from Captions to give sales teams timely context, leveraging Latenode’s scalable, cost-effective execution. Enhance data insights without extra costs.

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Captions

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Captions and Vitally

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

Add the Captions Node

Select the Captions node from the app selection panel on the right.

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Captions

Configure the Captions

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

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Connect Captions

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Run node once

Add the Vitally Node

Next, click the plus (+) icon on the Captions 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.

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Connect Vitally

Sign In

Run node once

Configure the Captions 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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The action ID

Run node once

Set Up the Captions 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 Captions, 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 Captions and Vitally integration works as expected. Depending on your setup, data should flow between Captions 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 Captions and Vitally

Captions + Vitally + Slack: When a video caption contains a specific keyword, this automation searches for the user in Vitally and sends a Slack message to the customer success team with user details.

Captions + Airtable + Vitally: After a video is generated and captions are available, this automation adds the captions and user data from Vitally to Airtable for sentiment analysis and feature request tracking.

Captions and Vitally integration alternatives

About Captions

Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.

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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.

See how Latenode works

FAQ Captions and Vitally

How can I connect my Captions account to Vitally using Latenode?

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

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

Can I update Vitally when new captions are generated?

Yes! Latenode allows triggering Vitally updates when new Captions are created. This ensures customer data is always current, improving support and engagement.

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

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

  • Automatically updating user details in Vitally based on Captions activity.
  • Creating new Vitally users when new Captions accounts are created.
  • Triggering personalized messages in Vitally based on Captions usage data.
  • Enriching Vitally profiles with insights from Captions interaction data.
  • Monitoring Captions usage and generating reports in Vitally.

Can I use JavaScript to transform Captions data before sending to Vitally?

Yes, Latenode allows custom JavaScript code blocks to transform Captions data, ensuring it aligns perfectly with Vitally’s data structure.

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

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

  • Complex data transformations may require advanced JavaScript knowledge.
  • Real-time data synchronization depends on the API rate limits of both platforms.
  • Initial setup requires understanding of both Captions and Vitally data structures.

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