Salesflare Salesflare Integrations

Vitally and Salesflare

CRM (Customer Relationship Management) vitally.io ↗

How to connect Vitally

What you can automate

  • When customer Created in Vitally, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Active Indicator at Customer in Vitally, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When note Created in Vitally, create internal note in Salesflare.
  • When organization Created in Vitally, find or create account in Salesflare.
  • When task Created in Vitally, create task in Salesflare.
  • When task Completed in Vitally, create task in Salesflare.

About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.

Vitally operations on Zapier

Triggers (19)

Start a workflow when this happens

  • Custom Object Instance Created — Triggers when a Custom Object Instance is created.
  • Custom Object Instance Updated — Triggers when a Custom Object Instance is updated.
  • Customer Created — Triggers when a new Customer is created in Vitally.
  • Customer Entered Segment — Triggers when a Customer first enters a Segment.
  • Customer Exited Segment — Triggers when a Customer exits a Segment.
Show 14 more triggers
  • Indicator Instance No Longer Active — Triggers when an indicator is no longer active at a customer.
  • List Custom Object Instances — Triggers when Custom Object Instances are listed.
  • List Custom Objects — Triggers when Custom Objects are listed.
  • List Project Statuses — Triggers when Project Statuses are listed.
  • List Project Templates — Triggers when Project Templates are listed.
  • List Projects — Triggers when Projects are listed.
  • NPS Response Created — Triggers when a new NPS Response is created in Vitally.
  • New Active Indicator at Customer — Triggers when an indicator is activated for a customer.
  • Note Created — Triggers when a new Note is created in Vitally.
  • Organization Created — Triggers when a new Organization is created in Vitally.
  • Project Created — Triggers when a new Project is created in Vitally.
  • Project Status Changed — Triggers when a Project's status changes in Vitally.
  • Task Completed — Triggers when a Task is marked complete in Vitally.
  • Task Created — Triggers when a new Task is created in Vitally.

Actions (16)

Things Salesflare can make it do

  • Add Customer to Segment — Add a customer to a segment
  • Create Message — Creates an Message in Vitally
  • Create NPS Response — Create an NPS response
  • Create Note — Creates a Note in Vitally
  • Create Project From Template — Creates a project in Vitally for the specified template
Show 11 more actions
  • Create Task — Creates a Task in Vitally
  • Create Track — Creates a new analytics track (charge, click, etc.) in Vitally
  • Create a Custom Object Instance — Creates a Custom Object Instance in Vitally
  • Find or Create Custom Object Instance — Finds a custom object instance in Vitally
  • Find or Create Note — Finds a note in Vitally
  • Find or Create Task — Finds a task in Vitally
  • Update Customer Traits — Update some of the specified customer's traits
  • Update Organization Traits — Update some of the specified organization's traits
  • Update Project Status — Update the status
  • Update User Traits — Update some of the specified user's traits
  • Update a Custom Object Instance Traits — Update some of the specified instance's traits

Searches (8)

Look up existing records

  • Find a Custom Object Instance — Finds a custom object instance in Vitally
  • Find a Customer — Finds a customer by id (vitally or external) or name
  • Find a Note — Finds a note in Vitally
  • Find a Organization — Finds a organization by id (vitally or external) or name
  • Find a Task — Finds a task in Vitally
Show 3 more searches
  • Find a Teammate — Finds a Teammate by email
  • Find a User — Finds a user by id (vitally or external), name, or email
  • Find an Event — Finds an Event by name

Vitally operations on Make

Actions (12)

Things Salesflare can make it do

  • Create a Message — Creates a new message.
  • Create a Note — Creates a new note.
  • Create a Project from Template — Creates a new project from an existing template.
  • Create a Task — Creates a new task.
  • Create an NPS Response — Creates a new NPS response.
Show 7 more actions
  • Get a Customer — Retrieves a single customer.
  • Get a User — Retrieves a single user.
  • Get a User by ID or Email — Retrieves a single user by external ID or email.
  • Get an Admin — Retrieves a single admin.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Customer — Updates existing customer's details.
  • Update a User — Updates existing user's details.

Searches (1)

Look up existing records

  • List Users — Retrieves a list of users.

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