Gravity Forms and Vitally Integration

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Automatically send new Gravity Forms submissions into Vitally to onboard customers faster. Latenode’s visual editor makes custom logic simple, and affordable pricing scales with your user growth.

Swap Apps

Gravity Forms

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Gravity Forms and Vitally

Create a New Scenario to Connect Gravity Forms 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 Gravity Forms, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gravity Forms or Vitally will be your first step. To do this, click "Choose an app," find Gravity Forms or Vitally, and select the appropriate trigger to start the scenario.

Add the Gravity Forms Node

Select the Gravity Forms node from the app selection panel on the right.

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Gravity Forms

Configure the Gravity Forms

Click on the Gravity Forms node to configure it. You can modify the Gravity Forms 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 Gravity Forms 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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Configure the Gravity Forms 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 Gravity Forms 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 Gravity Forms, 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 Gravity Forms and Vitally integration works as expected. Depending on your setup, data should flow between Gravity Forms 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 Gravity Forms and Vitally

Gravity Forms + Vitally + Slack: When a new form is submitted in Gravity Forms, the user's profile in Vitally is updated (or created if it doesn't exist). Then, a notification is sent to a specified Slack channel to alert the team of the new submission and user update.

Gravity Forms + Google Sheets + Vitally: Capture user feedback via Gravity Forms, log the submission details into a Google Sheet, and update user health metrics in Vitally based on the feedback received.

Gravity Forms and Vitally integration alternatives

About Gravity Forms

Use Gravity Forms with Latenode to automate form data processing. Capture submissions, then trigger actions like sending emails, updating databases, or creating tasks in other apps. Enhance form data with AI, format it with JavaScript, and automate complex workflows without code — all inside Latenode's visual builder.

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 Gravity Forms and Vitally

How can I connect my Gravity Forms account to Vitally using Latenode?

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

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

Can I trigger Vitally updates based on form submissions?

Yes, you can! Latenode allows triggering updates in Vitally from Gravity Forms submissions, ensuring customer data in Vitally stays current and workflows are automated.

What types of tasks can I perform by integrating Gravity Forms with Vitally?

Integrating Gravity Forms with Vitally allows you to perform various tasks, including:

  • Create new Vitally users from Gravity Forms submissions.
  • Update Vitally user data based on Gravity Forms input.
  • Trigger automated email sequences in Vitally upon form submission.
  • Segment users in Vitally based on Gravity Forms responses.
  • Send form data to Vitally for reporting and analysis.

What Gravity Forms field types are supported within Latenode?

Latenode supports all standard Gravity Forms field types, allowing comprehensive data transfer and workflow automation.

Are there any limitations to the Gravity Forms and Vitally integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex conditional logic within Gravity Forms may require advanced Latenode configuration.
  • Large data volumes during initial sync might experience rate limiting.
  • Custom fields in Vitally require mapping to corresponding Gravity Forms fields.

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