Vitally

vitally is a customer success platform that centralizes customer data, automates workflows, and manages account health integrating vitally with make com lets users automate customer onboarding, track health scores, and sync account activities across their business tools this is ai generated content based on official vitally documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www vitally io/ directly requirements to use the vitally app in make, you must have an active vitally account and an api token, https //www vitally io/ for subscription, refer to the https //www vitally io/ connect vitally and {{product name}} to get started, you must first create a connection between vitally and {{product name}} , allowing the two services to communicate obtain your basic in your vitally account create the connection in make obtain your basic in your vitally account before you create the connection in {{product name}} , you should first obtain your basic in your vitally account to obtain your basic navigate to the settings section in your vitally account click on the api access tab copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs vitally io/en/articles/9874131 vitally s https analytics api authentication?utm source=openai create the connection in {{product name}} https //www make com/en/register , add the vitally module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your vitally account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page vitally modules after connecting to the vitally app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a message generates and sends a new message to a specified recipient create a note adds a new note to your account create a project from template generates a new project based on a selected template create a task adds a new task to your project or task list create an nps response adds a new net promoter score (nps) response to your account get a customer fetches detailed information for a specific customer get a user fetches detailed information about a specific user get a user by id or email fetches detailed information for a specific user using either their external id or email address get an admin fetches detailed information about a specific admin user list users fetches a list of all users from your account make an api call executes a custom api request to the connected service using your authorized account update a customer updates the information of an existing customer in your account update a user updates the information of an existing user account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} vitally resources you can have access to more resources related to this app on the following links https //community make com/search?q=vitally https //www vitally io/ https //docs vitally io/pushing data to vitally/using the vitally api https //www make com/en/integrations/vitally