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Automatically update user data in Vitally based on Circle community activity. Latenode's visual editor and affordable execution pricing make it easier to track engagement and personalize customer success, with flexible logic.
Connect Circle and Vitally in minutes with Latenode.
Create Circle to Vitally workflow
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Vitally
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Create a New Scenario to Connect Circle 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 Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or Vitally will be your first step. To do this, click "Choose an app," find Circle or Vitally, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle node from the app selection panel on the right.
Circle
Add the Vitally Node
Next, click the plus (+) icon on the Circle node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Circle
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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 Circle 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 Circle 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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Circle
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Circle, 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 Circle and Vitally integration works as expected. Depending on your setup, data should flow between Circle and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Circle + Vitally + Slack: When a new member joins a Circle community, a corresponding user profile is created in Vitally. The community team is then notified in Slack via a public channel message.
Vitally + Circle + Intercom: When a user's health score drops in Vitally, an announcement is posted in Circle to alert community members. Simultaneously, a conversation is started in Intercom to proactively address the user's needs.
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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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 Circle account to Vitally using Latenode?
To connect your Circle account to Vitally on Latenode, follow these steps:
Can I automatically update Vitally when new Circle community members join?
Yes, you can! Latenode lets you automatically update Vitally user segments with Circle member data, ensuring real-time insights and personalized experiences. No coding required!
What types of tasks can I perform by integrating Circle with Vitally?
Integrating Circle with Vitally allows you to perform various tasks, including:
Can I trigger custom JavaScript code when a user interacts on Circle?
Yes! With Latenode, you can use webhooks from Circle to trigger custom JavaScript, enabling you to build complex logic and tailored automation flows.
Are there any limitations to the Circle and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: