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Automatically update Vitally customer profiles from Formstack submissions, enriching your customer data. Latenode's visual editor and affordable execution-based pricing make this scalable and easier to customize with JavaScript for advanced logic.
Connect Formstack and Vitally in minutes with Latenode.
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Create a New Scenario to Connect Formstack and Vitally
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or Vitally will be your first step. To do this, click "Choose an app," find Formstack or Vitally, and select the appropriate trigger to start the scenario.
Add the Formstack Node
Select the Formstack node from the app selection panel on the right.
Formstack
Configure the Formstack
Click on the Formstack node to configure it. You can modify the Formstack 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 Formstack node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Formstack
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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.
Configure the Formstack 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 Formstack and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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Formstack
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Formstack, Vitally, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Formstack and Vitally integration works as expected. Depending on your setup, data should flow between Formstack and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Formstack + Vitally + Slack: When a new submission is received in Formstack, it updates the corresponding user's profile in Vitally. Then, a notification is sent to a designated Slack channel to inform the customer success team about the new submission and updated user data.
Formstack + Vitally + Google Sheets: Upon receiving a new Formstack submission, the flow identifies the user in Vitally. Then, it appends the submission data to a Google Sheet, providing a centralized log of user feedback alongside their engagement metrics.
About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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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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How can I connect my Formstack account to Vitally using Latenode?
To connect your Formstack account to Vitally on Latenode, follow these steps:
Can I trigger Vitally updates from new Formstack submissions?
Yes, you can! Latenode enables real-time Vitally updates when new entries are submitted in Formstack. Keep your customer data current automatically, improving customer success and engagement.
What types of tasks can I perform by integrating Formstack with Vitally?
Integrating Formstack with Vitally allows you to perform various tasks, including:
How does Latenode handle complex conditional logic with Formstack data?
Latenode allows advanced conditional logic using no-code blocks, JavaScript, or even AI to parse Formstack data and trigger precise Vitally actions.
Are there any limitations to the Formstack and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: