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How to connect ConvertKit and Vitally
Create a New Scenario to Connect ConvertKit 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 ConvertKit, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertKit or Vitally will be your first step. To do this, click "Choose an app," find ConvertKit or Vitally, and select the appropriate trigger to start the scenario.
Add the ConvertKit Node
Select the ConvertKit node from the app selection panel on the right.
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Configure the ConvertKit
Click on the ConvertKit node to configure it. You can modify the ConvertKit 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 ConvertKit 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 ConvertKit 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 ConvertKit 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 ConvertKit, 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 ConvertKit and Vitally integration works as expected. Depending on your setup, data should flow between ConvertKit 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 ConvertKit and Vitally
ConvertKit + Vitally + Slack: When a new subscriber joins a ConvertKit form, a new user is created in Vitally and the sales team is notified in Slack via a channel message.
Vitally + ConvertKit + Google Sheets: When a user is updated in Vitally, their subscriber profile is updated in ConvertKit, and a row is added to a Google Sheet to log the activity.
ConvertKit and Vitally integration alternatives
About ConvertKit
Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.
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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
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FAQ ConvertKit and Vitally
How can I connect my ConvertKit account to Vitally using Latenode?
To connect your ConvertKit account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ConvertKit and click on "Connect".
- Authenticate your ConvertKit and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger customer success workflows from ConvertKit email events?
Yes, you can! Latenode lets you trigger Vitally actions directly from ConvertKit email opens or clicks, personalizing customer journeys with powerful automation.
What types of tasks can I perform by integrating ConvertKit with Vitally?
Integrating ConvertKit with Vitally allows you to perform various tasks, including:
- Automatically create new Vitally users from ConvertKit subscribers.
- Update user attributes in Vitally based on ConvertKit tag changes.
- Trigger personalized onboarding flows in Vitally from ConvertKit segments.
- Send targeted ConvertKit emails based on user health scores in Vitally.
- Track ConvertKit email engagement within Vitally's customer timelines.
Can I use JavaScript to transform data between ConvertKit and Vitally?
Yes! Latenode's JavaScript blocks let you customize data mapping and enrich data flow between ConvertKit and Vitally.
Are there any limitations to the ConvertKit and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync from ConvertKit to Vitally may require custom implementation.
- Complex data transformations might require advanced JavaScript knowledge.
- Rate limits imposed by ConvertKit and Vitally APIs can affect performance at scale.
