

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically update Vitally customer data based on JobNimbus project milestones, ensuring real-time insights. Latenode’s visual editor combines no-code ease with JavaScript for custom logic, scaling automations affordably as your business grows.
Connect JobNimbus and Vitally in minutes with Latenode.
Create JobNimbus to Vitally workflow
Start for free
Automate your workflow
Swap Apps
JobNimbus
Vitally
No credit card needed
Without restriction
Create a New Scenario to Connect JobNimbus 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 JobNimbus, triggered by another scenario, or executed manually (for testing purposes). In most cases, JobNimbus or Vitally will be your first step. To do this, click "Choose an app," find JobNimbus or Vitally, and select the appropriate trigger to start the scenario.
Add the JobNimbus Node
Select the JobNimbus node from the app selection panel on the right.
JobNimbus
Configure the JobNimbus
Click on the JobNimbus node to configure it. You can modify the JobNimbus 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 JobNimbus node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
JobNimbus
⚙
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 JobNimbus 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 JobNimbus and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Vitally
Trigger on Webhook
⚙
JobNimbus
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring JobNimbus, 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 JobNimbus and Vitally integration works as expected. Depending on your setup, data should flow between JobNimbus and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
JobNimbus + Vitally + QuickBooks: When a project status is updated to 'Completed' in JobNimbus, the corresponding customer's health score is updated in Vitally, and an invoice is created for the customer in QuickBooks.
Vitally + JobNimbus + Slack: When a customer's health score is updated in Vitally, a follow-up task is created in JobNimbus, and the account manager is notified via a Slack channel message.
About JobNimbus
Automate Instagram Business tasks within Latenode. Schedule posts, extract comments, and analyze metrics without manual effort. Integrate Instagram data with CRMs or spreadsheets. Latenode offers flexible logic and affordable scaling, so you can manage social media workflows alongside other business processes using AI tools or custom scripts.
Similar apps
Related categories
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.
Similar apps
Related categories
How can I connect my JobNimbus account to Vitally using Latenode?
To connect your JobNimbus account to Vitally on Latenode, follow these steps:
Can I update Vitally customer health scores based on JobNimbus project completion?
Yes, easily! Latenode's visual editor and conditional logic automatically updates Vitally as JobNimbus projects are completed, giving you a real-time view of customer engagement and allowing you to proactively address issues.
What types of tasks can I perform by integrating JobNimbus with Vitally?
Integrating JobNimbus with Vitally allows you to perform various tasks, including:
What JobNimbus triggers are available for automation on Latenode?
Latenode supports triggers for new customers, updated projects, new payments and more. Combine these with Vitally actions for powerful automation.
Are there any limitations to the JobNimbus and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: