Formstack and Vitally Integration

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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.

Swap Apps

Formstack

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Formstack and Vitally

Create a New Scenario to Connect Formstack 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 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.

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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.

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Run node once

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.

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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.

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Sign In

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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.

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Run node once

Set Up the Formstack 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 Formstack, 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 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.

Most powerful ways to connect Formstack and Vitally

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.

Formstack and Vitally integration alternatives

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.

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.

See how Latenode works

FAQ Formstack and Vitally

How can I connect my Formstack account to Vitally using Latenode?

To connect your Formstack account to Vitally on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Formstack and click on "Connect".
  • Authenticate your Formstack and Vitally accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create new Vitally users from Formstack submissions.
  • Update user attributes in Vitally based on form data.
  • Trigger Vitally alerts when specific forms are submitted.
  • Segment users in Vitally based on Formstack responses.
  • Automatically send welcome emails via Vitally after form completion.

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:

  • Rate limits from Formstack and Vitally APIs may affect high-volume workflows.
  • Complex data transformations may require JavaScript knowledge.
  • Historical data synchronization requires custom workflow design.

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