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How to connect Motion and Vitally
Create a New Scenario to Connect Motion 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 Motion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Motion or Vitally will be your first step. To do this, click "Choose an app," find Motion or Vitally, and select the appropriate trigger to start the scenario.
Add the Motion Node
Select the Motion node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Motion 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 Motion 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 Motion 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 Motion, 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 Motion and Vitally integration works as expected. Depending on your setup, data should flow between Motion 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 Motion and Vitally
Motion + Vitally + Slack: When a task is completed in Motion, update the corresponding user's details in Vitally and then send a notification to a Slack channel to inform the client success team.
Vitally + Motion + Google Calendar: When a user's health score is updated in Vitally, search for the user in Motion, and schedule a check-in meeting with them in Google Calendar.
Motion and Vitally integration alternatives
About Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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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 Motion and Vitally
How can I connect my Motion account to Vitally using Latenode?
To connect your Motion account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Motion and click on "Connect".
- Authenticate your Motion and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally segments based on Motion task completion?
Yes, you can! Latenode allows you to trigger updates in Vitally when tasks are completed in Motion, ensuring accurate customer segmentation and personalized experiences.
What types of tasks can I perform by integrating Motion with Vitally?
Integrating Motion with Vitally allows you to perform various tasks, including:
- Create new Vitally users when new projects are created in Motion.
- Update Vitally user properties when a Motion task is completed.
- Trigger personalized emails based on Motion task status changes.
- Send Slack notifications upon completion of a Motion project.
- Aggregate Motion task data for Vitally dashboard reporting.
How secure is the Motion integration on Latenode?
Latenode employs robust security measures, including encryption and access controls, to ensure your Motion data remains safe and private.
Are there any limitations to the Motion and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Motion data structures may require custom JavaScript transformations.
- Real-time updates depend on the polling interval of the Motion API.
- Rate limits of both Motion and Vitally APIs may affect high-volume workflows.
