Nimble and Vitally Integration

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Enrich Vitally customer data with Nimble contact insights for a 360° view, ensuring personalized engagement and reduced churn. Latenode’s JavaScript nodes unlock custom logic and affordable scaling as your data needs grow.

Swap Apps

Nimble

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Nimble and Vitally

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

Add the Nimble Node

Select the Nimble node from the app selection panel on the right.

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Configure the Nimble

Click on the Nimble node to configure it. You can modify the Nimble URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Vitally Node

Next, click the plus (+) icon on the Nimble 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.

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Configure the Nimble 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.

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Run node once

Set Up the Nimble 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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Save and Activate the Scenario

After configuring Nimble, 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 Nimble and Vitally integration works as expected. Depending on your setup, data should flow between Nimble 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 Nimble and Vitally

Nimble + Vitally + Slack: When a new contact is created in Nimble, a new user is created in Vitally. A welcome message is then sent to a dedicated Slack channel.

Vitally + Nimble + Zendesk: When a user's health score is updated in Vitally, create a task in Nimble and a support ticket in Zendesk.

Nimble and Vitally integration alternatives

About Nimble

Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.

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.

See how Latenode works

FAQ Nimble and Vitally

How can I connect my Nimble account to Vitally using Latenode?

To connect your Nimble account to Vitally on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Nimble and click on "Connect".
  • Authenticate your Nimble and Vitally accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Vitally customer stages based on Nimble deal stages?

Yes, you can! Latenode enables real-time updates using custom logic. Ensure customer success by triggering actions in Vitally based on sales milestones in Nimble.

What types of tasks can I perform by integrating Nimble with Vitally?

Integrating Nimble with Vitally allows you to perform various tasks, including:

  • Create new Vitally users when a new contact is added in Nimble.
  • Update Vitally user attributes when Nimble contact details change.
  • Trigger alerts in Vitally based on deal stages in Nimble.
  • Sync company data between Nimble and Vitally for unified reporting.
  • Automate personalized customer outreach based on Nimble activities.

Can I use JavaScript to manipulate data between Nimble and Vitally?

Yes! Latenode allows you to use JavaScript code blocks to transform data, offering ultimate flexibility for complex data manipulations.

Are there any limitations to the Nimble and Vitally integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration requires custom scripting.
  • Complex data transformations might require JavaScript knowledge.
  • Rate limits of Nimble and Vitally APIs may impact high-volume workflows.

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