Modern #CustomerSuccess for B2B SaaS. 🚀 Unify your data, understand it deeply, and build powerful automation to drive a world-class customer experience.
Go to siteThe Vitally API offers a window into customer success operations, enabling you to automate workflows, integrate with other tools, and manipulate customer data programmatically. With Pipedream, you can harness this API to create custom automations that react to events in Vitally, sync data between Vitally and other platforms, or maintain up-to-date customer profiles across your business stack.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
vitally: {
type: "app",
app: "vitally",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.vitally.$auth.subdomain}.rest.vitally.io/resources/users`,
auth: {
username: `${this.vitally.$auth.api_key}`,
password: ``,
},
})
},
})
Sync Vitally Users with CRM: Integrate Vitally with a CRM platform like Salesforce. Automatically create or update CRM contacts when a user is added or updated in Vitally, ensuring sales teams have the latest customer data.
Automate Customer Health Score Updates: Use a scheduled Pipedream workflow to fetch customer engagement data from tools like Segment or Mixpanel and update the health scores in Vitally. This can help maintain a current view of customer satisfaction and product usage.
Trigger Email Campaigns Based on Vitally Events: Connect Vitally with an email marketing service like Mailchimp. Trigger targeted email campaigns or educational drip sequences when a user's health score drops or they achieve a significant milestone within your product.
Vitally uses API keys for authentication. When you connect your Vitally account, Pipedream securely stores the keys so you can easily authenticate to Vitally APIs in both code and no-code steps.
To retrieve your API Key,