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How to connect Instantly and Vitally
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Vitally will be your first step. To do this, click "Choose an app," find Instantly or Vitally, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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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Vitally
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Instantly, 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 Instantly and Vitally integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Vitally
Instantly + Slack: When a new lead is created in Instantly, a message is sent to a designated Slack channel summarizing the lead's information and the campaign details.
Vitally + Instantly + Google Sheets: Automatically log new users created in Vitally and new leads generated in Instantly to a Google Sheet for unified performance reporting.
Instantly and Vitally integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Vitally
How can I connect my Instantly account to Vitally using Latenode?
To connect your Instantly account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from new Instantly leads?
Yes, you can! Latenode lets you automatically update Vitally based on new leads in Instantly. This keeps your customer data current and enables personalized engagement strategies.
What types of tasks can I perform by integrating Instantly with Vitally?
Integrating Instantly with Vitally allows you to perform various tasks, including:
- Automatically updating Vitally user profiles with new lead data from Instantly.
- Creating new Vitally users when new leads are generated in Instantly.
- Triggering personalized email sequences in Instantly based on Vitally user segments.
- Adding Instantly leads to specific Vitally cohorts for targeted analysis.
- Sending summary reports from Instantly campaign performance to Vitally dashboards.
Can I filter Instantly leads before updating Vitally?
Yes, you can use Latenode's conditional logic and JavaScript blocks to filter leads before updating Vitally ensuring only qualified leads are synced.
Are there any limitations to the Instantly and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Instantly and Vitally APIs may affect high-volume data transfers.
- Complex data transformations may require JavaScript coding for optimal performance.
- Real-time data synchronization depends on the API availability of both Instantly and Vitally.
