--- title: Vitally slug: vitally description: How to integrate Vitally with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_vitally.png createdAt: 2025-02-03T13:29:13.654Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/vitally.png" alt="Vitally logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Vitally](https://www.vitally.io/) directly. ::: # Requirements To use the Vitally app in Make, you must have an active Vitally account and an API token, [create your account on Vitally](https://www.vitally.io/). For subscription, refer to the [Vitally pricing page](https://www.vitally.io/). # Connect Vitally and Make To get started, you must first create a connection between Vitally and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your basic in your Vitally account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your basic in your Vitally account Before you create the connection in Make, you should first obtain your **basic** in your Vitally account. To obtain your **basic **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** Settings section** in your Vitally account. ::: :::WorkflowBlockItem Click on the** API Access tab**. ::: :::WorkflowBlockItem Copy the** API key** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://docs.vitally.io/en/articles/9874131-vitally-s-https-analytics-api-authentication?utm_source=openai) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Vitally module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Vitally modules After connecting to the Vitally app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Message Generates and sends a new message to a specified recipient. ::: :::ExpandableHeading ### Create a Note Adds a new note to your account. ::: :::ExpandableHeading ### Create a Project from Template Generates a new project based on a selected template. ::: :::ExpandableHeading ### Create a Task Adds a new task to your project or task list. ::: :::ExpandableHeading ### Create an NPS Response Adds a new Net Promoter Score (NPS) response to your account. ::: :::ExpandableHeading ### Get a Customer Fetches detailed information for a specific customer. ::: :::ExpandableHeading ### Get a User Fetches detailed information about a specific user. ::: :::ExpandableHeading ### Get a User by ID or Email Fetches detailed information for a specific user using either their external ID or email address. ::: :::ExpandableHeading ### Get an Admin Fetches detailed information about a specific admin user. ::: :::ExpandableHeading ### List Users Fetches a list of all users from your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized account. ::: :::ExpandableHeading ### Update a Customer Updates the information of an existing customer in your account. ::: :::ExpandableHeading ### Update a User Updates the information of an existing user account. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Vitally resources You can have access to more resources related to this app on the following links - [Vitally topics on Make community](https://community.make.com/search?q=Vitally) - [Vitally website](https://www.vitally.io/) - [Vitally API documentation](https://docs.vitally.io/pushing-data-to-vitally/using-the-vitally-api) - [Vitally page on make](https://www.make.com/en/integrations/vitally) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::