Magento and Vitally Integration

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Automatically sync Magento sales data with Vitally to improve customer health scores and proactively address churn risks. Latenode's visual editor makes complex logic simple, while affordable pricing scales as your business grows.

Magento + Vitally integration

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Automate your workflow

Swap Apps

Magento

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Magento and Vitally

Create a New Scenario to Connect Magento 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 Magento, triggered by another scenario, or executed manually (for testing purposes). In most cases, Magento or Vitally will be your first step. To do this, click "Choose an app," find Magento or Vitally, and select the appropriate trigger to start the scenario.

Add the Magento Node

Select the Magento node from the app selection panel on the right.

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Magento

Configure the Magento

Click on the Magento node to configure it. You can modify the Magento URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Magento

Sign In

Run node once

Add the Vitally Node

Next, click the plus (+) icon on the Magento 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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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.

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Connect Vitally

Sign In

Run node once

Configure the Magento 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.

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Vitally Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Magento 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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Save and Activate the Scenario

After configuring Magento, 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 Magento and Vitally integration works as expected. Depending on your setup, data should flow between Magento 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 Magento and Vitally

Magento + Slack + Vitally: When a new order is placed in Magento, the system finds the associated user in Vitally and sends a Slack message to the customer success team, including the user's Vitally information.

Vitally + Magento + Zendesk: When a user's health score is updated in Vitally, the system retrieves the user's information and then creates a Zendesk ticket. The ticket includes a comment with the user's recent Magento order history by making use of Vitally's user notes.

Magento and Vitally integration alternatives

About Magento

Automate Magento tasks in Latenode. Sync product data, track orders, manage customers across your systems without code. Connect Magento to CRMs, marketing tools, and accounting software to streamline e-commerce operations. Use AI to personalize offers and segment audiences. Latenode’s visual editor makes automation simple, scalable, and cost-effective.

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.

See how Latenode works

FAQ Magento and Vitally

How can I connect my Magento account to Vitally using Latenode?

To connect your Magento account to Vitally on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Magento and click on "Connect".
  • Authenticate your Magento and Vitally accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger Vitally updates on new Magento orders?

Yes! Latenode lets you instantly update Vitally based on Magento order events. Automate customer lifecycle management & improve engagement, using no-code or custom JavaScript logic.

What types of tasks can I perform by integrating Magento with Vitally?

Integrating Magento with Vitally allows you to perform various tasks, including:

  • Automatically create new Vitally users from Magento customers.
  • Update Vitally user segments based on Magento purchase history.
  • Trigger personalized Vitally messages after a Magento order is placed.
  • Track Magento order values within Vitally for revenue analysis.
  • Sync Magento customer data with Vitally for unified customer view.

Can I use JavaScript code to transform Magento data in Latenode?

Yes! Latenode allows you to use JavaScript to transform Magento data before sending it to Vitally for advanced data manipulation.

Are there any limitations to the Magento and Vitally integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data synchronization depends on the Magento API rate limits.
  • Complex data transformations may require advanced JavaScript knowledge.
  • Historical data migration may require a separate, custom workflow.

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