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Automatically update Vitally with data extracted from documents using OCR Space. Latenode's visual editor simplifies complex data flows, while affordable execution-based pricing makes scaling this automation easy.
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Create a New Scenario to Connect OCR Space and Vitally
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a OCR Space, triggered by another scenario, or executed manually (for testing purposes). In most cases, OCR Space or Vitally will be your first step. To do this, click "Choose an app," find OCR Space or Vitally, and select the appropriate trigger to start the scenario.
Add the OCR Space Node
Select the OCR Space node from the app selection panel on the right.
OCR Space
Configure the OCR Space
Click on the OCR Space node to configure it. You can modify the OCR Space URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Vitally Node
Next, click the plus (+) icon on the OCR Space node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
OCR Space
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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 OCR Space 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 OCR Space and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
โ
Vitally
Trigger on Webhook
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OCR Space
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OCR Space, Vitally, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the OCR Space and Vitally integration works as expected. Depending on your setup, data should flow between OCR Space and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OCR Space + Vitally + Google Sheets: When a new invoice image is available (simulated by a new file in OCR Space), the data is extracted and used to update the corresponding customer's information in Vitally. A log of the update, including previous and new values, is recorded in Google Sheets.
Vitally + OCR Space + Slack: When a customer's health score is updated in Vitally, OCR Space simulates checking for new communications. If potential issues are identified (simulated by processing an image), a notification is sent to a designated Slack channel to alert support.
About OCR Space
Need to extract text from images or PDFs? Use OCR Space in Latenode to automatically process documents and integrate the data into your workflows. Automate invoice processing, data entry, or compliance checks. Latenode adds flexible logic, file parsing, and destinations to your OCR results, scaling beyond single-document processing.
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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 OCR Space account to Vitally using Latenode?
To connect your OCR Space account to Vitally on Latenode, follow these steps:
Can I update Vitally user traits from scanned documents?
Yes, you can! Latenode allows parsing data from OCR Space into Vitally, automatically updating user profiles based on scanned documents, improving data accuracy and saving time.
What types of tasks can I perform by integrating OCR Space with Vitally?
Integrating OCR Space with Vitally allows you to perform various tasks, including:
What data formats does OCR Space support in Latenode?
OCR Space supports various image formats in Latenode, including JPEG, PNG, and TIFF. You can also process PDFs directly within your workflows.
Are there any limitations to the OCR Space and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: