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How to connect Jira and Vitally
Create a New Scenario to Connect Jira 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 Jira, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jira or Vitally will be your first step. To do this, click "Choose an app," find Jira or Vitally, and select the appropriate trigger to start the scenario.
Add the Jira Node
Select the Jira node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Jira 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 Jira 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 Jira 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 Jira, 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 Jira and Vitally integration works as expected. Depending on your setup, data should flow between Jira 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 Jira and Vitally
Jira + Vitally + Slack: When a Jira issue is resolved, the customer's health score in Vitally is updated. Subsequently, the account manager is notified in Slack via a direct message.
Vitally + Jira + Google Sheets: When a user creates a note in Vitally, a Jira issue is created. A weekly summary of these issues is then added to a Google Sheet.
Jira and Vitally integration alternatives
About Jira
Sync Jira issues to other tools or trigger actions based on status changes. Automate bug reporting, task assignment, or notifications without code. Latenode lets you visually integrate Jira into complex workflows. Extend functionality with JavaScript and control costs with execution-based pricing, not 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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FAQ Jira and Vitally
How can I connect my Jira account to Vitally using Latenode?
To connect your Jira account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jira and click on "Connect".
- Authenticate your Jira and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from new Jira issues?
Yes, you can! With Latenode, automatically update Vitally customer health scores based on new Jira issues. This provides real-time insights and proactive customer success management.
What types of tasks can I perform by integrating Jira with Vitally?
Integrating Jira with Vitally allows you to perform various tasks, including:
- Automatically creating Vitally users from new Jira service desk requests.
- Syncing Jira issue resolution statuses with Vitally customer health data.
- Triggering Vitally alerts when critical bugs are reported in Jira.
- Generating Jira tickets from Vitally customer feedback surveys.
- Updating Vitally segments based on Jira project completion status.
How secure is my Jira data when using Latenode?
Latenode employs robust security measures, including encryption and access controls, to protect your Jira data during integration and workflow execution.
Are there any limitations to the Jira and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data sync may take time depending on the size of your Jira and Vitally instances.
- Complex custom fields in Jira may require custom JavaScript mapping.
- Rate limits imposed by Jira and Vitally APIs may affect high-volume workflows.
