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Automatically update Vitally customer profiles with field data collected via GoCanvas mobile forms. Latenode's visual editor makes customizing the data flow easy and affordable with usage-based pricing.
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Create a New Scenario to Connect GoCanvas 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 GoCanvas, triggered by another scenario, or executed manually (for testing purposes). In most cases, GoCanvas or Vitally will be your first step. To do this, click "Choose an app," find GoCanvas or Vitally, and select the appropriate trigger to start the scenario.
Add the GoCanvas Node
Select the GoCanvas node from the app selection panel on the right.
GoCanvas
Configure the GoCanvas
Click on the GoCanvas node to configure it. You can modify the GoCanvas 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 GoCanvas node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
GoCanvas
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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 GoCanvas 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 GoCanvas 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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GoCanvas
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring GoCanvas, 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 GoCanvas and Vitally integration works as expected. Depending on your setup, data should flow between GoCanvas and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
GoCanvas + Vitally + Slack: When a new submission is received in GoCanvas, the system checks if the submission indicates a failed inspection. If so, it creates a message in Vitally for the customer success team and sends a Slack message to a designated channel, alerting them to the failed inspection for that client.
Vitally + GoCanvas + Google Sheets: When a user's data is updated in Vitally, the system checks if their health score is below a certain threshold. If it is, a GoCanvas inspection is scheduled, and the user's ID and health score data are logged to a Google Sheets spreadsheet.
About GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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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 GoCanvas account to Vitally using Latenode?
To connect your GoCanvas account to Vitally on Latenode, follow these steps:
Can I trigger Vitally updates from new GoCanvas submissions?
Yes, you can! Latenode lets you trigger workflows from GoCanvas, instantly updating Vitally with new data. Automate key customer insights from field data collection.
What types of tasks can I perform by integrating GoCanvas with Vitally?
Integrating GoCanvas with Vitally allows you to perform various tasks, including:
Can I use JavaScript to transform data between GoCanvas and Vitally?
Yes! Latenode allows you to use JavaScript code blocks to customize data transformation between GoCanvas and Vitally for complex scenarios.
Are there any limitations to the GoCanvas and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: