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How to connect Monday and Vitally
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Vitally will be your first step. To do this, click "Choose an app," find Monday or Vitally, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Vitally integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Vitally
Monday + Vitally + Slack: When a specific column value is updated in Monday, the automation updates a user's details in Vitally and sends a message to a dedicated Slack channel to notify the team about the project status change.
Vitally + Monday + Google Sheets: When a user's health score is updated in Vitally, the automation updates a specific column on a Monday project board and logs the change along with a timestamp in a Google Sheet.
Monday and Vitally integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Vitally
How can I connect my Monday account to Vitally using Latenode?
To connect your Monday account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Monday projects to Vitally?
Yes, you can! Latenode's visual editor makes it easy. Automatically sync new Monday projects as Vitally accounts, ensuring your customer success team is always up-to-date, without writing code.
What types of tasks can I perform by integrating Monday with Vitally?
Integrating Monday with Vitally allows you to perform various tasks, including:
- Create a Vitally user when a new project is created in Monday.
- Update Vitally account data when Monday project details are changed.
- Trigger Monday tasks when a Vitally health score drops below a threshold.
- Send notifications from Vitally into Monday as new activity updates.
- Automatically close Vitally accounts when Monday projects are completed.
How can I use Monday automations to trigger Vitally actions?
Using Latenode, easily trigger Vitally actions like updating user traits directly from Monday automations. Leverage visual blocks or JavaScript for advanced logic!
Are there any limitations to the Monday and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization is subject to API rate limits of both apps.
- Certain advanced Vitally features may not have dedicated Latenode blocks.
