Sales

Vitally

Vitally is customer success software: accounts, the organizations and users inside them, and the health signals a CS team tracks.

Authentication

  • API key

Actions

Generic API request. Call any Vitally API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path and query are yours to fill.

  • List accountsList the Vitally accounts for the authenticated organization (GET /accounts).
  • List organizationsList the Vitally organizations for the authenticated account (GET /organizations).
  • List usersList the Vitally users for the authenticated organization (GET /users).

Triggers

  • New or updated accountStarts when an account is created or its record changes in the connected Vitally account.
  • New or updated organizationStarts when an organization is created or its record changes in the connected Vitally account.
  • New or updated userStarts when a user is created or its record changes in the connected Vitally account.

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