Confluence and Vitally Integration

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Automatically update Vitally customer profiles with new feature documentation from Confluence, ensuring sales and support teams have the latest resources. Latenode's visual editor and affordable execution pricing make it easy to scale this vital information flow.

Swap Apps

Confluence

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Confluence and Vitally

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

Add the Confluence Node

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

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Confluence

Configure the Confluence

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

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Connect Confluence

Sign In

Run node once

Add the Vitally Node

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

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Connect Vitally

Sign In

Run node once

Configure the Confluence 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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Select an action *

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The action ID

Run node once

Set Up the Confluence 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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Trigger on Webhook

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Save and Activate the Scenario

After configuring Confluence, 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 Confluence and Vitally integration works as expected. Depending on your setup, data should flow between Confluence 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 Confluence and Vitally

Confluence + Vitally + Slack: When a new page is created in Confluence about a customer, the automation retrieves the customer's data from Vitally and sends a message in Slack to the account team with the customer's information and a link to the Confluence page.

Vitally + Confluence + Jira: When a customer's health score drops in Vitally, a Confluence page is created to analyze the issue, and a Jira task is created to investigate the drop in health score.

Confluence and Vitally integration alternatives

About Confluence

Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.

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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 Confluence and Vitally

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

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

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

Can I automatically update Confluence pages based on Vitally health scores?

Yes, you can! Latenode allows seamless updates. Automatically reflect customer health directly in Confluence, giving teams real-time insights and driving proactive engagement.

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

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

  • Create Confluence pages when new Vitally users are created.
  • Update Confluence pages with latest Vitally customer health scores.
  • Trigger Vitally actions from Confluence page updates or comments.
  • Post meeting notes from Confluence to Vitally as customer updates.
  • Summarize Vitally customer data into Confluence-based reports.

Can I use custom JavaScript functions when integrating Confluence on Latenode?

Yes! Latenode enables custom JavaScript functions within your workflows, letting you transform data between Confluence and Vitally.

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

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

  • Attachments from Confluence pages are not directly transferable to Vitally.
  • Rate limits imposed by the Confluence and Vitally APIs may affect performance.
  • Complex formatting from Confluence may not render perfectly in Vitally notes.

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