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Automatically enrich Vitally customer profiles with DonationAlerts data, creating personalized experiences based on donation behavior. Latenode's visual editor makes complex logic simple and keeps costs down with usage-based pricing.
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Create a New Scenario to Connect DonationAlerts and Vitally
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a DonationAlerts, triggered by another scenario, or executed manually (for testing purposes). In most cases, DonationAlerts or Vitally will be your first step. To do this, click "Choose an app," find DonationAlerts or Vitally, and select the appropriate trigger to start the scenario.
Add the DonationAlerts Node
Select the DonationAlerts node from the app selection panel on the right.
DonationAlerts
Configure the DonationAlerts
Click on the DonationAlerts node to configure it. You can modify the DonationAlerts 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 DonationAlerts node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
DonationAlerts
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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 DonationAlerts 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 DonationAlerts and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
โ
Vitally
Trigger on Webhook
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DonationAlerts
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring DonationAlerts, Vitally, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the DonationAlerts and Vitally integration works as expected. Depending on your setup, data should flow between DonationAlerts and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
DonationAlerts + Slack + Vitally: When a new donation alert is received in DonationAlerts, the flow checks if the donation amount exceeds a defined threshold. If it does, a Slack notification is sent to the customer success team, and a note is created in Vitally to track outreach efforts.
Vitally + HubSpot: When a user is created or updated in Vitally, the flow creates or updates the contact in HubSpot, ensuring that all new paying customers identified in Vitally are added to HubSpot for nurturing relationships and tracking marketing ROI. It uses the email from Vitally to find/create the HubSpot contact.
About DonationAlerts
Use DonationAlerts in Latenode to automate alerts and data flows based on donation events. Trigger custom actions like thank-you messages in Discord, update spreadsheets, or manage CRM entries. Scale donation-driven workflows with flexible no-code logic, JavaScript functions, and direct API access, paying only for execution time.
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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 DonationAlerts account to Vitally using Latenode?
To connect your DonationAlerts account to Vitally on Latenode, follow these steps:
Can I track new donators' engagement in Vitally?
Yes, you can! With Latenode, automatically add new DonationAlerts donators to Vitally as users. This allows you to track their engagement and personalize their experience.
What types of tasks can I perform by integrating DonationAlerts with Vitally?
Integrating DonationAlerts with Vitally allows you to perform various tasks, including:
How can I segment donators in Vitally based on donation frequency?
Using Latenode's visual editor and JavaScript blocks, you can create segments in Vitally based on donation frequency from DonationAlerts data.
Are there any limitations to the DonationAlerts and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: