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How to connect Sendy and Vitally
Create a New Scenario to Connect Sendy 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 Sendy, triggered by another scenario, or executed manually (for testing purposes). In most cases, Sendy or Vitally will be your first step. To do this, click "Choose an app," find Sendy or Vitally, and select the appropriate trigger to start the scenario.
Add the Sendy Node
Select the Sendy node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Sendy 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.
Configure the Sendy 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 Sendy 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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Vitally
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Trigger on Webhook
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Sendy
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Webhook response
Save and Activate the Scenario
After configuring Sendy, 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 Sendy and Vitally integration works as expected. Depending on your setup, data should flow between Sendy 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 Sendy and Vitally
Sendy + Vitally + Slack: When a new subscriber is added in Sendy, create a new user profile in Vitally and then notify the sales team about the new user via a Slack public channel message.
Vitally + Sendy + Pipedrive: When a user in Vitally is updated, add the user to a targeted email campaign in Sendy, and then create an activity in Pipedrive to follow up.
Sendy and Vitally integration alternatives
About Sendy
Use Sendy in Latenode to automate email campaigns without complex coding. Trigger campaigns based on events in other apps (CRM, e-commerce). Latenode lets you process data, filter recipients, and personalize emails with JavaScript or AI nodes before sending via Sendy. Scale outreach efficiently and track results within your workflows.
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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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See how Latenode works
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FAQ Sendy and Vitally
How can I connect my Sendy account to Vitally using Latenode?
To connect your Sendy account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Sendy and click on "Connect".
- Authenticate your Sendy and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger campaigns based on Vitally user segments?
Yes, you can! Latenode lets you trigger Sendy campaigns based on Vitally segments. This enables highly targeted messaging, boosting engagement and conversion rates with tailored content.
What types of tasks can I perform by integrating Sendy with Vitally?
Integrating Sendy with Vitally allows you to perform various tasks, including:
- Automatically adding new Vitally users to Sendy mailing lists.
- Updating user properties in Sendy based on Vitally events.
- Triggering personalized email sequences based on user lifecycle stages.
- Segmenting Sendy subscribers based on Vitally customer health scores.
- Sending churn surveys via Sendy to users leaving Vitally segments.
How secure is my Sendy data when using Latenode?
Latenode employs robust security measures, including encryption and access controls, ensuring your Sendy data remains protected during integration and workflow execution.
Are there any limitations to the Sendy and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Vitally segments may require advanced workflow configurations.
- Rate limits imposed by Sendy can impact high-volume data synchronization.
- Custom fields in Sendy and Vitally need manual mapping in Latenode.
