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. |
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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 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. For subscription, refer to the Vitally pricing page.
Connect Vitally and Make
To get started, you must first create a connection between Vitally and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Vitally module to your scenario, 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 Connect an applicationConnect an application. page.
Vitally modules
After connecting to the Vitally app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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