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How to connect Fillout and Vitally
Create a New Scenario to Connect Fillout 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 Fillout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fillout or Vitally will be your first step. To do this, click "Choose an app," find Fillout or Vitally, and select the appropriate trigger to start the scenario.
Add the Fillout Node
Select the Fillout node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Fillout 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 Fillout 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 Fillout 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 Fillout, 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 Fillout and Vitally integration works as expected. Depending on your setup, data should flow between Fillout 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 Fillout and Vitally
Fillout + Vitally + Slack: When a new submission is received in Fillout, the user's health score in Vitally is updated based on the responses. A notification is then sent to a designated Slack channel to alert the customer success team.
Vitally + Fillout + Google Sheets: When a user is flagged as unhappy in Vitally, a feedback survey is automatically sent to them using Fillout. Once the survey is completed, the results are saved to a Google Sheet for analysis.
Fillout and Vitally integration alternatives
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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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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FAQ Fillout and Vitally
How can I connect my Fillout account to Vitally using Latenode?
To connect your Fillout account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fillout and click on "Connect".
- Authenticate your Fillout and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally when new Fillout submissions occur?
Yes, with Latenode! Trigger workflows upon new Fillout entries to automatically update customer data in Vitally. This ensures real-time synchronization without manual updates.
What types of tasks can I perform by integrating Fillout with Vitally?
Integrating Fillout with Vitally allows you to perform various tasks, including:
- Create new Vitally users from Fillout form submissions.
- Update Vitally user segments based on Fillout survey responses.
- Trigger personalized email campaigns in Vitally from Fillout data.
- Add notes to Vitally user profiles from Fillout feedback forms.
- Track customer satisfaction scores in Vitally via Fillout surveys.
CanIuseJavaScripttotransformFilloutdatabeforeitentersVitally?
Yes, Latenode's JavaScript blocks allow you to transform and manipulate Fillout data before updating Vitally, providing ultimate flexibility and control.
Are there any limitations to the Fillout and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Rate limits of the Fillout and Vitally APIs still apply.
- Historical data synchronization might require custom workflow design.
