Encharge and Vitally Integration

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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.

Swap Apps

Encharge

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Encharge and Vitally

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.

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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.

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Connect Encharge

Sign In
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Run node once

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.

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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.

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Connect Vitally

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Run node once

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.

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Vitally Oauth 2.0

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The action ID

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Run node once

Set Up the Encharge 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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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.

Most powerful ways to connect Encharge and Vitally

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.

Encharge and Vitally integration alternatives

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.

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 Encharge and Vitally

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

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

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

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:

  • Automatically create new Vitally users from qualified Encharge leads.
  • Update user attributes in Vitally based on Encharge email engagement.
  • Trigger personalized onboarding flows in Encharge from Vitally lifecycle changes.
  • Segment Vitally users based on Encharge campaign activity.
  • Sync Encharge unsubscribes to Vitally to maintain data compliance.

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:

  • Historical data migration between Encharge and Vitally might require custom scripting.
  • Complex data transformations may necessitate JavaScript knowledge.
  • Rate limits of Encharge and Vitally APIs may affect high-volume data syncs.

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