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How to connect Chatwork and Vitally
Create a New Scenario to Connect Chatwork 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 Chatwork, triggered by another scenario, or executed manually (for testing purposes). In most cases, Chatwork or Vitally will be your first step. To do this, click "Choose an app," find Chatwork or Vitally, and select the appropriate trigger to start the scenario.
Add the Chatwork Node
Select the Chatwork node from the app selection panel on the right.
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Configure the Chatwork
Click on the Chatwork node to configure it. You can modify the Chatwork 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 Chatwork 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.
Configure the Chatwork 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 Chatwork 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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Vitally
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Chatwork, 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 Chatwork and Vitally integration works as expected. Depending on your setup, data should flow between Chatwork 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 Chatwork and Vitally
Chatwork + Google Sheets + Vitally: When a new message is posted in a Chatwork room, the content of the message is added as a new row to a Google Sheet. This data can then be used to analyze customer sentiment within Vitally by manually importing the Google Sheet data.
Vitally + Chatwork + Slack: When a user's data is updated in Vitally, alert the client success team in Slack by sending a direct message. The client success team can then promptly follow up with the customer via Chatwork by sending a message.
Chatwork and Vitally integration alternatives
About Chatwork
Use Chatwork with Latenode to automate team notifications and tasks. Send messages based on triggers from your CRM, database, or other apps. Latenode's visual builder simplifies creating complex workflows. Reduce manual updates, keep your team informed, and improve response times by integrating Chatwork into automated processes.
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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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FAQ Chatwork and Vitally
How can I connect my Chatwork account to Vitally using Latenode?
To connect your Chatwork account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Chatwork and click on "Connect".
- Authenticate your Chatwork and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Chatwork alerts from Vitally based on user health?
Yes, you can! Latenode allows real-time triggers based on Vitally data. Automate personalized Chatwork messages for at-risk users, improving retention.
What types of tasks can I perform by integrating Chatwork with Vitally?
Integrating Chatwork with Vitally allows you to perform various tasks, including:
- Send Chatwork notifications when new Vitally users are created.
- Update Vitally user attributes based on Chatwork message content.
- Create Chatwork tasks for support based on Vitally health scores.
- Post Vitally customer segment changes to dedicated Chatwork channels.
- Automatically send thank you messages via Chatwork on Vitally milestone completion.
Can I filter Chatwork messages before updating Vitally data?
Yes! Latenode allows you to filter messages using keywords or patterns, ensuring accurate Vitally data updates.
Are there any limitations to the Chatwork and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data from Chatwork might not be accessible through the integration.
- Complex data transformations might require JavaScript knowledge.
- Rate limits imposed by Chatwork and Vitally may affect high-volume workflows.
