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How to connect Grist and Vitally
Create a New Scenario to Connect Grist 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 Grist, triggered by another scenario, or executed manually (for testing purposes). In most cases, Grist or Vitally will be your first step. To do this, click "Choose an app," find Grist or Vitally, and select the appropriate trigger to start the scenario.
Add the Grist Node
Select the Grist node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Grist 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 Grist 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 Grist 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Grist, 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 Grist and Vitally integration works as expected. Depending on your setup, data should flow between Grist 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 Grist and Vitally
Vitally + Grist + Slack: When a customer's health score drops in Vitally, a task is created in Grist to investigate the cause. The account manager is then notified in Slack with details of the customer and the Grist task.
Vitally + Grist + Zendesk: When a new user is created in Vitally, their details are added to a Grist sheet for tracking. A Zendesk ticket is then created to initiate the onboarding process.
Grist and Vitally integration alternatives
About Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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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 Grist and Vitally
How can I connect my Grist account to Vitally using Latenode?
To connect your Grist account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Grist and click on "Connect".
- Authenticate your Grist and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from Grist data changes?
Yes, you can! Latenode allows real-time triggers, updating Vitally whenever Grist data changes. Keep your customer success team informed automatically.
What types of tasks can I perform by integrating Grist with Vitally?
Integrating Grist with Vitally allows you to perform various tasks, including:
- Automatically updating Vitally profiles when new leads are added to Grist.
- Creating new Vitally users from Grist form submissions.
- Syncing customer health scores from Grist to Vitally for proactive outreach.
- Generating personalized reports in Grist based on Vitally customer data.
- Triggering automated email sequences in Vitally based on Grist data insights.
Can I use custom JavaScript code with my Grist + Vitally Latenode workflows?
Yes! Latenode supports JavaScript, enabling you to transform data between Grist and Vitally with custom logic.
Are there any limitations to the Grist and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API limits of both Grist and Vitally.
- Complex data transformations may require JavaScript coding expertise.
- Historical data migration between Grist and Vitally may require a separate workflow.
