Omnisend and Vitally Integration

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Enrich Vitally customer profiles with Omnisend data using Latenode's visual editor to trigger personalized engagement based on marketing interactions. Customize the logic with JavaScript and scale affordably.

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Omnisend

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Omnisend and Vitally

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

Add the Omnisend Node

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

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Omnisend

Configure the Omnisend

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

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Connect Omnisend

Sign In

Run node once

Add the Vitally Node

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

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Vitally

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Configure the Omnisend 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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The action ID

Run node once

Set Up the Omnisend 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 Omnisend, 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 Omnisend and Vitally integration works as expected. Depending on your setup, data should flow between Omnisend 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 Omnisend and Vitally

Shopify + Omnisend + Vitally: When a new order is placed in Shopify, a new contact is created or updated in Omnisend, triggering a personalized email campaign. Simultaneously, the customer's health score in Vitally is updated to reflect the recent purchase.

Vitally + Omnisend + Slack: When a user's data is updated in Vitally, triggering a potential 'at-risk' status, a targeted re-engagement email is sent via Omnisend. A notification is also sent to a designated Slack channel to alert the sales team about the at-risk customer.

Omnisend and Vitally integration alternatives

About Omnisend

Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.

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 Omnisend and Vitally

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

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

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

Can I sync new Omnisend subscribers to Vitally automatically?

Yes, you can! Latenode lets you instantly sync new Omnisend contacts to Vitally, ensuring your customer data is always up-to-date. Use our visual editor for seamless automation.

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

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

  • Triggering personalized email campaigns based on customer health scores.
  • Updating customer segments in Omnisend from Vitally engagement data.
  • Creating Vitally users when new subscribers join your Omnisend list.
  • Sending alerts to support teams for at-risk customers using email.
  • Enriching Vitally profiles with contact properties from Omnisend.

Can I use JavaScript to transform data between Omnisend and Vitally?

Yes! Latenode's JavaScript node allows you to transform data, handle complex logic, and customize data flows between Omnisend and Vitally with code.

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

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

  • Rate limits imposed by Omnisend and Vitally may affect high-volume data transfers.
  • Custom fields in either Omnisend or Vitally might require manual mapping.
  • Certain advanced features in Omnisend may not have direct Vitally equivalents.

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