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

Add the Microsoft Teams Node
Select the Microsoft Teams node from the app selection panel on the right.

Microsoft Teams
Configure the Microsoft Teams
Click on the Microsoft Teams node to configure it. You can modify the Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams, 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 Microsoft Teams and Vitally integration works as expected. Depending on your setup, data should flow between Microsoft Teams 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 Microsoft Teams and Vitally
Vitally + Jira + Microsoft Teams: When a new user is created in Vitally, a welcome task is automatically created in Jira. A notification is then sent to a designated Microsoft Teams channel to announce the new user and the created Jira task.
Vitally + Microsoft Teams + Salesforce: When a customer's health score is updated in Vitally (using updated record as a proxy for health score drop), a message is sent to the account manager in Microsoft Teams. Additionally, a follow-up task is created in Salesforce to ensure timely action.
Microsoft Teams and Vitally integration alternatives
About Microsoft Teams
Use Microsoft Teams in Latenode to automate notifications and approvals. Instead of manual updates, automatically post messages based on triggers from other apps (like CRM or databases). Streamline workflows and improve team communication by connecting Teams to your automated processes without complex coding.
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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
FAQ Microsoft Teams and Vitally
How can I connect my Microsoft Teams account to Vitally using Latenode?
To connect your Microsoft Teams account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft Teams and click on "Connect".
- Authenticate your Microsoft Teams and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get Teams alerts for new Vitally users?
Yes, you can! Latenode's visual editor makes it easy to trigger Microsoft Teams notifications when a new user is added to Vitally, keeping your team instantly informed of key customer changes.
What types of tasks can I perform by integrating Microsoft Teams with Vitally?
Integrating Microsoft Teams with Vitally allows you to perform various tasks, including:
- Post new Vitally user details to a Microsoft Teams channel.
- Send alerts for high-value customer health score changes.
- Create tasks in Vitally from Microsoft Teams messages.
- Share summaries of Vitally data in daily Microsoft Teams updates.
- Trigger Vitally actions based on commands in Microsoft Teams.
Can I use custom JavaScript code within my Teams + Vitally workflows?
Yes! Latenode allows you to incorporate custom JavaScript for advanced logic and data manipulation within your Microsoft Teams and Vitally integrations.
Are there any limitations to the Microsoft Teams and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Rate limits of the Microsoft Teams or Vitally APIs can impact workflow speed.
- Historical data migration between the platforms requires a separate workflow.