OCR Space and Vitally Integration

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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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OCR Space

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect OCR Space and Vitally

Create a New Scenario to Connect OCR Space 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 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.

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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.

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Run node once

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.

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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 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.

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Run node once

Set Up the OCR Space 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 OCR Space, 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 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.

Most powerful ways to connect OCR Space and Vitally

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.

OCR Space and Vitally integration alternatives

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.

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 OCR Space and Vitally

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:

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

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:

  • Automatically extract data from invoices and update customer records.
  • Create new Vitally users from scanned application forms.
  • Update user segments based on data extracted from scanned surveys.
  • Trigger notifications in Vitally when specific data is found in scanned documents.
  • Enrich user profiles with data obtained from business cards.

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:

  • OCR Space has usage limits based on your subscription plan.
  • Vitally's API might have rate limits that affect high-volume workflows.
  • Complex document layouts in OCR Space may require advanced configuration.

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