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How to connect Lark and Vitally
Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or Vitally will be your first step. To do this, click "Choose an app," find Lark or Vitally, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Lark 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 Lark 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 Lark 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 Lark, 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 Lark and Vitally integration works as expected. Depending on your setup, data should flow between Lark 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 Lark and Vitally
Lark + Vitally + Slack: When a new user is added to a Lark group chat, a new user profile is created in Vitally, and a notification message is sent to a designated Slack channel.
Vitally + Lark + Google Sheets: When a user's status is updated in Vitally, a message is sent to a Lark group chat, and a row is updated in Google Sheets to reflect the status change.
Lark and Vitally integration alternatives
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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 Lark and Vitally
How can I connect my Lark account to Vitally using Latenode?
To connect your Lark account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lark and click on "Connect".
- Authenticate your Lark and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from Lark messages?
Yes, you can! With Latenode, automate Vitally based on Lark messages. This helps keep customer data current and streamline workflows with a visual, scalable platform.
What types of tasks can I perform by integrating Lark with Vitally?
Integrating Lark with Vitally allows you to perform various tasks, including:
- Automatically create Vitally users from new Lark group members.
- Send Lark messages when a Vitally user's stage is updated.
- Trigger Vitally activities from specific keywords in Lark channels.
- Update Vitally user attributes based on Lark form submissions.
- Post summaries of Vitally reports into Lark daily or weekly.
How secure is my Lark data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Lark and Vitally data during integration.
Are there any limitations to the Lark and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration is not supported.
- Complex data transformations may require JavaScript code.
- Rate limits of Lark and Vitally APIs still apply.
