.svg){kind=icon}
How to connect Getform and Vitally
Create a New Scenario to Connect Getform 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 Getform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Getform or Vitally will be your first step. To do this, click "Choose an app," find Getform or Vitally, and select the appropriate trigger to start the scenario.
Add the Getform Node
Select the Getform node from the app selection panel on the right.
+
1
Getform
Add the Vitally Node
Next, click the plus (+) icon on the Getform node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
1
Getform
⚙
+
2
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 Getform 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 Getform 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Vitally
1
Trigger on Webhook
⚙
2
Getform
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Getform, 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 Getform and Vitally integration works as expected. Depending on your setup, data should flow between Getform 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 Getform and Vitally
Getform + Vitally + Slack: When a new submission is received in Getform, this automation updates the corresponding user's data in Vitally and sends a notification to a specified Slack channel.
Getform + Vitally + Google Sheets: When a new submission is received in Getform, create a note in Vitally and add the submission data as a new row in Google Sheets for tracking and analysis of user feedback trends.
Getform and Vitally integration alternatives
About Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
Similar apps
Related categories
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.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Getform and Vitally
How can I connect my Getform account to Vitally using Latenode?
To connect your Getform account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Getform and click on "Connect".
- Authenticate your Getform and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Vitally when new form submissions arrive?
Yes, you can! Latenode allows real-time updates to Vitally from Getform submissions. This ensures your customer data is always current, improving your insights and customer success efforts.
What types of tasks can I perform by integrating Getform with Vitally?
Integrating Getform with Vitally allows you to perform various tasks, including:
- Adding new users to Vitally based on Getform submissions.
- Updating user attributes in Vitally from submitted form data.
- Triggering automated email sequences in Vitally based on form responses.
- Creating new Vitally segments based on data collected via Getform.
- Sending thank you notes through Vitally when a user fills out a form.
How to filter Getform submissions before they reach Vitally?
Latenode's visual editor lets you filter submissions using criteria, transforming data before it updates Vitally, ensuring accurate user profiles.
Are there any limitations to the Getform 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 imposed by Getform or Vitally may affect performance.
- Custom fields in Vitally must be pre-defined before mapping.
