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How to connect Formsite and Vitally
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Vitally will be your first step. To do this, click "Choose an app," find Formsite or Vitally, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite 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 Formsite 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 Formsite 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 Formsite, 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 Formsite and Vitally integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and Vitally
Formsite + Vitally + Slack: When a new form result is submitted in Formsite, update the corresponding user's profile in Vitally and send a notification to a Slack channel to alert the customer success team.
Formsite + Vitally + Google Sheets: When a new form result is submitted in Formsite, update the corresponding user profile in Vitally and log the submission data in a Google Sheet for analysis and tracking.
Formsite and Vitally integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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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See how Latenode works
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FAQ Formsite and Vitally
How can I connect my Formsite account to Vitally using Latenode?
To connect your Formsite account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from new Formsite submissions?
Yes, you can! Latenode's visual builder simplifies this, allowing you to automatically update Vitally whenever a new form is submitted in Formsite. This keeps your customer data current.
What types of tasks can I perform by integrating Formsite with Vitally?
Integrating Formsite with Vitally allows you to perform various tasks, including:
- Adding new users to Vitally from Formsite survey responses.
- Updating user attributes in Vitally based on Formsite data.
- Triggering Vitally alerts for high-value Formsite leads.
- Creating custom segments in Vitally from Formsite results.
- Automating feedback collection in Vitally after Formsite sign-ups.
How does Latenode handle sensitive Formsite data passed to Vitally?
Latenode provides robust security features, including data encryption and secure connections, ensuring your Formsite data is protected during transfer to Vitally.
Are there any limitations to the Formsite and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic in Formsite may require custom JavaScript.
- Vitally API rate limits may affect high-volume data transfers.
- Custom field mappings may need adjustments during initial setup.
