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How to connect Front and Vitally
Create a New Scenario to Connect Front 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 Front, triggered by another scenario, or executed manually (for testing purposes). In most cases, Front or Vitally will be your first step. To do this, click "Choose an app," find Front or Vitally, and select the appropriate trigger to start the scenario.
Add the Front Node
Select the Front node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Front 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 Front 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 Front 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 Front, 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 Front and Vitally integration works as expected. Depending on your setup, data should flow between Front 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 Front and Vitally
Front + Vitally + Slack: When a new conversation is created in Front, a corresponding user event is logged in Vitally, and a notification is sent to a designated Slack channel to alert the team.
Vitally + Front + Google Sheets: This workflow tracks user health scores from Vitally and associated Front conversations by logging them into a Google Sheet for analysis and reporting.
Front and Vitally integration alternatives
About Front
Connect Front to Latenode to automate shared inbox tasks. Route conversations based on content using AI, update external systems with customer data, and trigger follow-ups, all without code. Latenode’s visual editor makes complex workflows simple, scalable, and cost-effective, while avoiding vendor lock-in.
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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 Front and Vitally
How can I connect my Front account to Vitally using Latenode?
To connect your Front account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Front and click on "Connect".
- Authenticate your Front and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally customer stages based on Front conversations?
Yes, you can! Latenode lets you sync data bidirectionally. This ensures Vitally reflects the latest Front interactions, helping your customer success team stay informed and proactive.
What types of tasks can I perform by integrating Front with Vitally?
Integrating Front with Vitally allows you to perform various tasks, including:
- Automatically create Vitally users from new Front conversations.
- Trigger Front messages when customer health scores change in Vitally.
- Log Front conversation summaries as notes in Vitally.
- Update Vitally segments based on Front tag applications.
- Send internal notifications when key Front conversations occur.
How can I automate customer feedback loops from Front to Vitally?
Latenode lets you extract sentiment from Front conversations using AI, then automatically update customer health scores in Vitally based on that feedback.
Are there any limitations to the Front and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization may require custom configuration.
- Complex data transformations might necessitate JavaScript coding.
- Rate limits of Front and Vitally APIs apply to Latenode workflows.
