[email protected]
Discord
LinkedIn
Facebook
Instagram
Youtube
.svg){kind=icon}
Reddit
How to connect Moxie and Vitally
Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Vitally will be your first step. To do this, click "Choose an app," find Moxie or Vitally, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
+
1
Moxie
Add the Vitally Node
Next, click the plus (+) icon on the Moxie node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
1
Moxie
⚙
+
2
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.
Configure the Moxie 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 Moxie 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Vitally
1
Trigger on Webhook
⚙
2
Moxie
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Moxie, 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 Moxie and Vitally integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and Vitally
Moxie + Vitally + Slack: When a new form submission is created in Moxie, search for the user in Vitally. If the user's churn risk is high (defined in Vitally), send a Slack message to a designated channel.
Vitally + Moxie + Zendesk: When a user is updated in Vitally, search for the user's contacts in Moxie. If the Moxie contact has interacted with the Moxie help center, and the user's health score in Vitally is low, create a Zendesk ticket.
Moxie and Vitally integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
Similar apps
Related categories
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.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Moxie and Vitally
How can I connect my Moxie account to Vitally using Latenode?
To connect your Moxie account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie 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 Moxie chat activity?
Yes, you can! Latenode’s visual editor makes it easy to trigger Vitally segment updates whenever specific events occur in Moxie, ensuring your customer data is always current.
What types of tasks can I perform by integrating Moxie with Vitally?
Integrating Moxie with Vitally allows you to perform various tasks, including:
- Create Vitally users from new Moxie customer profiles automatically.
- Update Vitally user attributes based on Moxie chat interactions.
- Trigger alerts in Vitally based on negative feedback in Moxie chats.
- Log Moxie support tickets as activities within Vitally.
- Send personalized messages via Moxie based on Vitally segment membership.
How does Latenode handle Moxie API rate limits?
Latenode intelligently manages API requests, using queues and error handling to prevent rate limit issues and ensure reliable automation.
Are there any limitations to the Moxie and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API capabilities of both Moxie and Vitally.
- Complex data transformations may require JavaScript coding skills.
- Historical data migration might need custom scripting.
