Vitally

vitally is a customer success platform that centralizes customer data, automates workflows, and tracks health metrics integrating vitally with make com enables automated customer onboarding, health monitoring, and task management directly from your vitally account 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/contact directly requirements to use the vitally app in make, you must have an active 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 api key in your vitally account create the connection in make obtain your api key in your vitally account before you create the connection in {{product name}} , you should first obtain your api key in your vitally account to obtain your api key navigate to settings select the api section 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/9880649 rest api overview 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 creates and sends a new message to a specified recipient create a note creates a new note in your selected application create a project from template creates a new project by duplicating the structure and settings of a selected template create a task creates a new task in your selected project or workspace create an nps response creates a new net promoter score (nps) survey response entry 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 and displays a list of all users from your account make an api call executes a custom api request to the connected service using your authorized credentials update a customer updates the information of an existing customer in your database 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