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Enrich Vitally customer profiles with Simplesat feedback using Latenode. Visually build custom workflows, add advanced logic via JavaScript, and pay only for execution time. Close the loop faster and boost customer success.
Connect Simplesat and Vitally in minutes with Latenode.
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Create a New Scenario to Connect Simplesat and Vitally
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Simplesat, triggered by another scenario, or executed manually (for testing purposes). In most cases, Simplesat or Vitally will be your first step. To do this, click "Choose an app," find Simplesat or Vitally, and select the appropriate trigger to start the scenario.
Add the Simplesat Node
Select the Simplesat node from the app selection panel on the right.
Simplesat
Configure the Simplesat
Click on the Simplesat node to configure it. You can modify the Simplesat 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 Simplesat node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
Simplesat
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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 Simplesat 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 Simplesat and Vitally Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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Simplesat
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Simplesat, Vitally, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Simplesat and Vitally integration works as expected. Depending on your setup, data should flow between Simplesat and Vitally (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Simplesat + Vitally + Slack: When a new negative answer is received in Simplesat, a task is created in Vitally to follow up with the customer. A notification is then sent to the CSM team in Slack to alert them of the negative feedback and the new task.
Vitally + Simplesat + Zendesk: When a user is updated in Vitally (presumably with a lower health score), a Simplesat survey is sent to gather feedback. A Zendesk ticket is also created to track follow-up actions and resolutions for this user.
About Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
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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 Simplesat account to Vitally using Latenode?
To connect your Simplesat account to Vitally on Latenode, follow these steps:
Can I automatically update Vitally with new Simplesat feedback?
Yes, you can! Latenode allows real-time updates to Vitally based on Simplesat data. Automatically trigger actions, enrich customer profiles, and personalize experiences based on feedback insights.
What types of tasks can I perform by integrating Simplesat with Vitally?
Integrating Simplesat with Vitally allows you to perform various tasks, including:
What Simplesat data is accessible within Latenode workflows?
Latenode gives you access to all Simplesat survey responses, scores, and associated metadata for use in your automation workflows.
Are there any limitations to the Simplesat and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: