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

Add the ClickMeeting Node
Select the ClickMeeting node from the app selection panel on the right.


ClickMeeting

Configure the ClickMeeting
Click on the ClickMeeting node to configure it. You can modify the ClickMeeting 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 ClickMeeting 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.
Configure the ClickMeeting 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 ClickMeeting 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.

JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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ClickMeeting
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Webhook response

Save and Activate the Scenario
After configuring ClickMeeting, 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 ClickMeeting and Vitally integration works as expected. Depending on your setup, data should flow between ClickMeeting 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 ClickMeeting and Vitally
ClickMeeting + Vitally + Slack: When a new attendee joins a ClickMeeting webinar, their information is sent to Vitally to update user data. A summary of the attendee and engagement is then posted to a designated Slack channel.
Vitally + ClickMeeting + HubSpot: When a user in Vitally is identified as having low engagement based on segment criteria, they are automatically added as a registrant to a ClickMeeting webinar. The new registrant details are then passed to HubSpot to create or update a contact record, tracking webinar attendance.
ClickMeeting and Vitally integration alternatives

About ClickMeeting
Automate ClickMeeting tasks within Latenode. Trigger webinars based on CRM data or user actions. Sync attendee info to databases, send follow-ups, and analyze engagement, all without manual work. Latenode adds flexibility via custom logic and AI, going beyond basic scheduling for smarter event workflows.
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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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See how Latenode works
FAQ ClickMeeting and Vitally
How can I connect my ClickMeeting account to Vitally using Latenode?
To connect your ClickMeeting account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickMeeting and click on "Connect".
- Authenticate your ClickMeeting and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from ClickMeeting webinar attendance?
Yes, you can! Automatically update Vitally user segments based on ClickMeeting attendance data. Latenode's flexibility ensures real-time data synchronization, enhancing customer insights.
What types of tasks can I perform by integrating ClickMeeting with Vitally?
Integrating ClickMeeting with Vitally allows you to perform various tasks, including:
- Automatically adding ClickMeeting registrants to Vitally as new users.
- Updating user attributes in Vitally based on ClickMeeting webinar engagement.
- Triggering personalized email sequences in Vitally after a webinar ends.
- Creating Vitally segments based on specific ClickMeeting webinar attendance.
- Tracking ClickMeeting webinar ROI within Vitally customer success metrics.
Can I use JavaScript to customize dataflows from ClickMeeting?
Yes! Latenode allows you to use JavaScript for advanced data transformations and logic within your ClickMeeting workflows.
Are there any limitations to the ClickMeeting and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time data synchronization is subject to API rate limits of both apps.
- Historical data migration between ClickMeeting and Vitally is not automated.