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How to connect Google docs and Vitally
Create a New Scenario to Connect Google docs 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 Google docs, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google docs or Vitally will be your first step. To do this, click "Choose an app," find Google docs or Vitally, and select the appropriate trigger to start the scenario.
Add the Google docs Node
Select the Google docs node from the app selection panel on the right.
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Configure the Google docs
Click on the Google docs node to configure it. You can modify the Google docs 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 Google docs 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 Google docs 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 Google docs 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 Google docs, 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 Google docs and Vitally integration works as expected. Depending on your setup, data should flow between Google docs 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 Google docs and Vitally
Google Docs + Vitally + Slack: When a new Google Doc is created, the automation creates a note in Vitally related to the customer and sends a message in Slack with a link to the document.
Vitally + OpenAI ChatGPT + Google Docs: Summarize customer feedback from Vitally using OpenAI. Then create a Google Doc with the summarized feedback for review.
Google docs and Vitally integration alternatives
About Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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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 Google docs and Vitally
How can I connect my Google docs account to Vitally using Latenode?
To connect your Google docs account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google docs and click on "Connect".
- Authenticate your Google docs and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from new Google docs?
Yes, you can! Latenode lets you trigger Vitally updates directly from new Google docs. This helps keep your customer data current and automates manual updates.
What types of tasks can I perform by integrating Google docs with Vitally?
Integrating Google docs with Vitally allows you to perform various tasks, including:
- Automatically updating Vitally when a new Google doc is created.
- Creating new Vitally users from information in a Google docs form.
- Tracking client interactions documented in Google docs within Vitally.
- Generating summary reports in Google docs based on Vitally data.
- Sharing Google docs links with relevant Vitally user profiles.
Does Latenode support real-time Google docs updates to Vitally?
Yes, Latenode supports near real-time updates. Webhooks and scheduled triggers ensure changes in Google docs are quickly reflected in Vitally, and vice versa.
Are there any limitations to the Google docs and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Google docs formatting may not fully translate to Vitally fields.
- Rate limits on Google docs API calls may affect high-volume workflows.
- Initial setup requires understanding of both Google docs and Vitally data structures.
