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Connect Moxie and Vitally to automate user lifecycle updates. Latenode's visual editor and JavaScript blocks provide customization, while affordable execution-based pricing lets you scale complex customer success workflows.
Connect Moxie and Vitally in minutes with Latenode.
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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.
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.
Moxie
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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.
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:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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Moxie
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Iterator
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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.
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.
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.
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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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How can I connect my Moxie account to Vitally using Latenode?
To connect your Moxie account to Vitally on Latenode, follow these steps:
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:
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: