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How to connect Jotform and Vitally
Create a New Scenario to Connect Jotform 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 Jotform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jotform or Vitally will be your first step. To do this, click "Choose an app," find Jotform or Vitally, and select the appropriate trigger to start the scenario.
Add the Jotform Node
Select the Jotform node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Jotform 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 Jotform 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 Jotform 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 Jotform, 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 Jotform and Vitally integration works as expected. Depending on your setup, data should flow between Jotform 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 Jotform and Vitally
Jotform + Vitally + Slack: When a new submission is received in Jotform, the automation updates the corresponding user's data in Vitally. A message is then sent to a Slack channel to notify the sales team about the updated user information.
Vitally + Jotform + Google Sheets: When a user is updated in Vitally, a Jotform survey link is sent to the user via Vitally's messaging feature. Once the user submits the Jotform, the submission data is automatically added as a new row in a Google Sheet.
Jotform and Vitally integration alternatives
About Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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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 Jotform and Vitally
How can I connect my Jotform account to Vitally using Latenode?
To connect your Jotform account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jotform and click on "Connect".
- Authenticate your Jotform and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Vitally when a new Jotform is submitted?
Yes, you can! Latenode allows real-time updates to Vitally based on Jotform submissions, ensuring your customer data is always current. Plus, use advanced logic to filter which entries trigger updates.
What types of tasks can I perform by integrating Jotform with Vitally?
Integrating Jotform with Vitally allows you to perform various tasks, including:
- Automatically creating new Vitally users from Jotform submissions.
- Updating existing Vitally user profiles with new Jotform data.
- Triggering Vitally alerts based on specific Jotform responses.
- Segmenting Vitally users based on Jotform survey results.
- Adding Jotform submission data to Vitally user timelines.
How to filter Jotform submissions before sending to Vitally?
Use Latenode's visual editor to add filter blocks based on submission data, ensuring only relevant information updates Vitally, saving time and resources.
Are there any limitations to the Jotform and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Rate limits from Jotform and Vitally can affect high-volume workflows.
- Historical data synchronization may require manual configuration.
