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How to connect Signnow and Vitally
Create a New Scenario to Connect Signnow 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 Signnow, triggered by another scenario, or executed manually (for testing purposes). In most cases, Signnow or Vitally will be your first step. To do this, click "Choose an app," find Signnow or Vitally, and select the appropriate trigger to start the scenario.
Add the Signnow Node
Select the Signnow node from the app selection panel on the right.
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Add the Vitally Node
Next, click the plus (+) icon on the Signnow 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.
Configure the Signnow 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 Signnow 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Signnow, 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 Signnow and Vitally integration works as expected. Depending on your setup, data should flow between Signnow 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 Signnow and Vitally
Signnow + Vitally + Slack: When a contract is signed in Signnow, this automation updates the client's success stage in Vitally to reflect their progress. A notification is then sent via Slack to the designated CSM to inform them of the update.
Vitally + Signnow + Pipedrive: When a customer reaches a specific milestone in Vitally, a contract is automatically sent to them via Signnow. Upon contract completion, the deal stage in Pipedrive is updated to reflect the progression.
Signnow and Vitally integration alternatives
About Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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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 Signnow and Vitally
How can I connect my Signnow account to Vitally using Latenode?
To connect your Signnow account to Vitally on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Signnow and click on "Connect".
- Authenticate your Signnow and Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally when a Signnow document is completed?
Yes, you can! Latenode allows you to trigger updates in Vitally based on Signnow document completion, ensuring your customer data is always current. Automate tedious tasks and focus on strategic initiatives.
What types of tasks can I perform by integrating Signnow with Vitally?
Integrating Signnow with Vitally allows you to perform various tasks, including:
- Automatically updating customer stages in Vitally upon contract signature.
- Creating new Vitally users from signed Signnow onboarding forms.
- Triggering personalized email sequences based on document completion.
- Adding document links to Vitally user profiles for quick access.
- Sending alerts to account managers when key documents are signed.
How secure is connecting Signnow through Latenode's platform?
Latenode uses secure authentication protocols to protect your Signnow data, ensuring your information remains safe during data transfers and workflows.
Are there any limitations to the Signnow and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the polling interval configured within Latenode.
- Complex document parsing may require custom JavaScript nodes.
- Data transformation might be needed to match Vitally's required format.
