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How to connect Formaloo and Vitally
Create a New Scenario to Connect Formaloo 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 Formaloo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formaloo or Vitally will be your first step. To do this, click "Choose an app," find Formaloo or Vitally, and select the appropriate trigger to start the scenario.
Add the Formaloo Node
Select the Formaloo node from the app selection panel on the right.
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Configure the Formaloo
Click on the Formaloo node to configure it. You can modify the Formaloo 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 Formaloo 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 Formaloo 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 Formaloo 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 Formaloo, 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 Formaloo and Vitally integration works as expected. Depending on your setup, data should flow between Formaloo 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 Formaloo and Vitally
Formaloo + Slack + Vitally: When a new row is added to a Formaloo form, especially if it contains high-value customer feedback, a Slack message is sent to a designated channel. This event also triggers an update to the user's profile in Vitally to reflect the feedback.
Formaloo + HubSpot + Vitally: When a new form is submitted via Formaloo, the data is used to create a new contact in HubSpot. Subsequently, the customer's health score is updated in Vitally based on the form submission details.
Formaloo and Vitally integration alternatives
About Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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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 Formaloo and Vitally
How can I connect my Formaloo account to Vitally using Latenode?
To connect your Formaloo account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formaloo and click on "Connect".
- Authenticate your Formaloo and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from new Formaloo submissions?
Yes, you can! Latenode lets you automatically update Vitally based on Formaloo responses. This streamlines customer data and improves your team's workflows with real-time insights.
What types of tasks can I perform by integrating Formaloo with Vitally?
Integrating Formaloo with Vitally allows you to perform various tasks, including:
- Automatically create new Vitally users from Formaloo form submissions.
- Update existing Vitally user data based on Formaloo survey responses.
- Trigger Vitally alerts when Formaloo data indicates customer churn risk.
- Segment Vitally users based on data collected through Formaloo forms.
- Send personalized Formaloo surveys based on Vitally user attributes.
How can I filter Formaloo submissions before updating Vitally?
Latenode allows you to filter Formaloo data using conditional logic or JavaScript code before it updates Vitally, ensuring data accuracy.
Are there any limitations to the Formaloo and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Formaloo and Vitally APIs apply.
- Historical data synchronization may require manual setup.
