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How to connect FireText and Vitally
Create a New Scenario to Connect FireText 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 FireText, triggered by another scenario, or executed manually (for testing purposes). In most cases, FireText or Vitally will be your first step. To do this, click "Choose an app," find FireText or Vitally, and select the appropriate trigger to start the scenario.
Add the FireText Node
Select the FireText node from the app selection panel on the right.
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Configure the FireText
Click on the FireText node to configure it. You can modify the FireText 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 FireText 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 FireText 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 FireText 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 FireText, 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 FireText and Vitally integration works as expected. Depending on your setup, data should flow between FireText 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 FireText and Vitally
FireText + Slack + Vitally: When a new text message is received by FireText, the content is checked for a specific keyword. If the keyword is present, a Slack alert is sent to a designated channel, and the corresponding user's record in Vitally is updated.
Vitally + FireText + Zendesk: When a user's health score decreases in Vitally, a text message is automatically sent via FireText to check in with the user. A new Zendesk ticket is created to track the interaction and follow-up as needed.
FireText and Vitally integration alternatives
About FireText
Use FireText in Latenode to automate SMS sending and verification. Trigger texts based on events, like new orders or form submissions. Perfect for OTP, alerts, and marketing campaigns. Integrate with databases and CRMs, adding conditional logic and custom scripts for tailored messaging inside scalable Latenode flows.
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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 FireText and Vitally
How can I connect my FireText account to Vitally using Latenode?
To connect your FireText account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select FireText and click on "Connect".
- Authenticate your FireText and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger SMS based on Vitally segment changes?
Yes, using Latenode! Trigger personalized FireText SMS messages when a user enters a specific segment in Vitally, automating engagement and improving customer experience.
What types of tasks can I perform by integrating FireText with Vitally?
Integrating FireText with Vitally allows you to perform various tasks, including:
- Send SMS surveys to new users added to Vitally.
- Update Vitally user properties based on FireText responses.
- Alert support teams of urgent issues via SMS from Vitally.
- Personalize outreach based on customer lifecycle stage.
- Track SMS campaign performance directly in Vitally.
What FireText event triggers are available within Latenode?
Latenode supports triggers for new inbound SMS and SMS status changes, enabling real-time automation based on FireText activity.
Are there any limitations to the FireText and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript steps.
- Rate limits of FireText and Vitally apply.
- Initial setup requires valid credentials for both services.
