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Enrich Vitally with Intercom conversation data for a 360° view of customer health. Latenode’s visual editor simplifies complex logic and custom JavaScript, while affordable pricing scales easily as your customer base grows.
Connect Intercom and Vitally in minutes with Latenode.
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Create a New Scenario to Connect Intercom 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 Intercom, triggered by another scenario, or executed manually (for testing purposes). In most cases, Intercom or Vitally will be your first step. To do this, click "Choose an app," find Intercom or Vitally, and select the appropriate trigger to start the scenario.
Add the Intercom Node
Select the Intercom node from the app selection panel on the right.
Intercom
Configure the Intercom
Click on the Intercom node to configure it. You can modify the Intercom 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 Intercom node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Intercom
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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 Intercom 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 Intercom 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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Intercom
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Intercom, 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 Intercom and Vitally integration works as expected. Depending on your setup, data should flow between Intercom and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Intercom + Vitally + Slack: When a new conversation is created in Intercom, the user's health score is checked in Vitally. If the health score is low, a notification is sent to the customer success team in Slack.
Vitally + Intercom + Jira: When Vitally detects a user is at risk (determined by some internal criteria and made detectable by user data), a Jira ticket is created to proactively reach out to the user via Intercom.
About Intercom
Integrate Intercom with Latenode to automate customer support and engagement. Trigger workflows based on Intercom events to update CRMs, send personalized emails, or escalate issues. Latenode’s visual editor and flexible logic let you build custom support automation that adapts to your business needs, without complex coding or per-step fees.
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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 Intercom account to Vitally using Latenode?
To connect your Intercom account to Vitally on Latenode, follow these steps:
Can I automatically update Vitally segments based on Intercom conversations?
Yes, you can! Latenode’s flexible workflows enable automated segment updates, ensuring your Vitally data reflects real-time Intercom interactions for proactive customer success.
What types of tasks can I perform by integrating Intercom with Vitally?
Integrating Intercom with Vitally allows you to perform various tasks, including:
What Intercom data can I access within Latenode workflows?
You can access conversations, users, companies, and tags, using no-code blocks or advanced JavaScript for custom data manipulation.
Are there any limitations to the Intercom and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: