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Connect Encharge to Vitally to automate customer lifecycle updates. Latenode's visual editor simplifies complex logic, while Javascript support allows advanced data transforms and custom field mappings beyond typical no-code limitations.
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Create a New Scenario to Connect Encharge 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 Encharge, triggered by another scenario, or executed manually (for testing purposes). In most cases, Encharge or Vitally will be your first step. To do this, click "Choose an app," find Encharge or Vitally, and select the appropriate trigger to start the scenario.
Add the Encharge Node
Select the Encharge node from the app selection panel on the right.
Encharge
Configure the Encharge
Click on the Encharge node to configure it. You can modify the Encharge 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 Encharge node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Encharge
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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 Encharge 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 Encharge 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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Encharge
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Encharge, 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 Encharge and Vitally integration works as expected. Depending on your setup, data should flow between Encharge and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Encharge + Vitally + Slack: When a user is added to a specific segment in Encharge (Encharge/Triggers/Added Tag), their user information is retrieved from Vitally (Vitally/Actions/Get User) to assess their health score. If the health score meets a certain criteria, a message is sent to a designated Slack channel (Slack/Actions/Send Public Channel Message) to notify the team.
Vitally + Stripe + Encharge: When a user's health score is updated in Vitally (Vitally/Actions/Update User) to a level below a defined threshold, their Stripe subscription data is retrieved (Stripe/Actions/Retrieve Customer). Based on this data, a targeted onboarding email sequence is sent via Encharge (Encharge/Actions/Create or Update People) to improve engagement.
About Encharge
Use Encharge in Latenode to automate personalized marketing. Build workflows that segment leads, trigger email sequences, and update customer profiles based on real-time behavior. Connect Encharge to any data source and use Latenode’s no-code tools or JavaScript to orchestrate sophisticated, event-driven campaigns 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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How can I connect my Encharge account to Vitally using Latenode?
To connect your Encharge account to Vitally on Latenode, follow these steps:
Can I automatically update Vitally when new users convert in Encharge?
Yes, you can! Latenode allows real-time updates to Vitally from Encharge using triggers, ensuring your customer data is always synchronized. Analyze user behavior faster and more efficiently.
What types of tasks can I perform by integrating Encharge with Vitally?
Integrating Encharge with Vitally allows you to perform various tasks, including:
How easily can I filter Encharge events before updating Vitally?
Latenode’s visual editor lets you filter Encharge data using no-code blocks or JavaScript, ensuring only relevant data updates Vitally, preventing data pollution.
Are there any limitations to the Encharge and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: