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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.
Connect Gravity Forms and Vitally in minutes with Latenode.
Create Gravity Forms to Vitally workflow
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Gravity Forms
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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.
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.
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.
Gravity Forms
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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 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.
Set Up the Gravity Forms 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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Gravity Forms
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Iterator
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Webhook response
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.
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.
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.
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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 Gravity Forms account to Vitally using Latenode?
To connect your Gravity Forms account to Vitally on Latenode, follow these steps:
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:
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: