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Create a New Scenario to Connect Contacts+ and Vitally
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Vitally will be your first step. To do this, click "Choose an app," find Contacts+ or Vitally, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
Contacts+
Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Contacts+
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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 Contacts+ 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 Contacts+ 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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Contacts+
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Contacts+, Vitally, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Contacts+ and Vitally integration works as expected. Depending on your setup, data should flow between Contacts+ and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Contacts+ + Vitally + Slack: When a contact is updated in Contacts+, their profile is updated in Vitally. A notification is then sent to a designated Slack channel to inform the sales team about the contact update.
Vitally + Contacts+ + Google Sheets: When a user's health score is updated in Vitally, the automation retrieves contact information from Contacts+ and logs both the health score change and contact details into a Google Sheet for analysis.
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ account to Vitally using Latenode?
To connect your Contacts+ account to Vitally on Latenode, follow these steps:
Can I automatically update Vitally when a new contact is added in Contacts+?
Yes, you can! Latenode's real-time triggers ensure immediate data synchronization. Automate contact updates and enrich customer profiles effortlessly, saving time and improving data accuracy.
What types of tasks can I perform by integrating Contacts+ with Vitally?
Integrating Contacts+ with Vitally allows you to perform various tasks, including:
How can I use custom fields from Contacts+ within Latenode?
Latenode supports access to custom fields. Simply map fields in the workflow editor to leverage all data from Contacts+ for Vitally automation.
Are there any limitations to the Contacts+ and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: