Vitally Make integrationAutomate Vitally with Make.
Could your customer success tool fill itself while you talk to clients? The Vitally Make integration gives you 13 modules: 12 actions and 1 search. This guide is for CS and ops teams who want notes, tasks and user records written for them, from the first connection to a scenario that runs.
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What can the Vitally Make integration do for your team?
The Vitally Make integration lets Make write into Vitally and read from it for you. In Make you build a scenario, the automation itself, out of modules: each module is one brick, such as creating a note or looking up a user. Vitally has no trigger in Make, so something else starts the scenario and Vitally receives the work.
A follow-up that never gets forgotten. When a deal closes in your CRM or a form comes in, Get a User by ID or Email finds the matching person in Vitally and Create a Task puts the next step on the account owner's list. Onboarding can go further with Create a Project from Template, which starts the same project plan for every new customer.
Feedback that lands where CSMs look. Survey answers collected elsewhere can become records through Create an NPS Response, and a comment from a support ticket can be saved with Create a Note, so the whole story sits on the customer's page.
Profiles that stay current. Update a Customer and Update a User push changes from your billing or product tools, while List Users pulls several users at once for a sync.
Know the limits before you start. There is no trigger, so Make cannot notice on its own that something changed in Vitally. The Make documentation for this app is short and flagged by Make as AI-generated, so test each module on real data with the button Make calls Run once. For anything the 13 modules skip, Make an API Call reaches the rest of the Vitally API. Pricing questions are covered in Make pricing, and if you are also looking at n8n, n8n vs Make lays out the criteria. To learn the editor step by step, see Make training.
How do you connect Vitally to Make?
- 01
Copy your Vitally API key
In Vitally, open the Settings section, then the API Access tab. The key is shown on screen: copy it and keep it at hand. Make needs it once, and every Vitally module in your scenarios will reuse it.
- 02
Add a Vitally module in Make
Log in to Make, open your scenario and add any Vitally module, for example Create a Note. In the module window, click Create a connection. A connection is your Vitally account linked to Make, saved for later.
- 03
Name it and paste the key
The Connection name field is optional, but a clear name such as the workspace you use helps when there are several. Paste the key you copied from Vitally, or follow the instructions Make displays to create the connection.
Your first scenario: a Vitally task for each new signup
GoalWhen a new signup reaches another of your tools, Make finds that person in Vitally and creates a task for the account owner.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the +. Pick the app where signups arrive, such as your form tool or CRM. This first module starts everything, since Vitally has no trigger.
- 02
Find the user in Vitally
Click the + on the right, search for Vitally and choose Get a User by ID or Email. Select your connection, then map the email from the first module into the lookup.
- 03
Add the task
Add Create a Task after the lookup. Make lists what it can read once the connection exists; fill in the task and reuse the user's details received from the previous module.
- 04
Test with Run once
Click Run once. Make runs the scenario a single time and shows the bundles each module received, a bundle being one item passed along. Open the new task in Vitally to check the result.
- 05
Schedule and switch on
On the first module, open the clock and set the schedule: a new scenario runs every 15 minutes by default. Then switch the scenario on, and new signups will turn into tasks without you.
What each Vitally module does
Vitally gives you 13 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a Message
ActionIn Make“Creates a new message.”
This module posts a new message in Vitally, so a conversation that happened in another tool also shows up next to the account. Your CSMs read one timeline instead of hopping between apps.
Create an NPS Response
ActionIn Make“Creates a new NPS response.”
Survey scores gathered outside Vitally become proper NPS records with this action, which keeps your health view complete even when the survey tool is another product.
Create a Note
ActionIn Make“Creates a new note.”
Need context saved on an account without typing it twice? Create a Note writes a new note in Vitally from whatever the earlier modules carried, such as a call summary or a ticket comment.
Create a Project from Template
ActionIn Make“Creates a new project from an existing template.”
Onboarding starts the same way every time when this module opens a project in Vitally based on a template you already built there. Nobody has to copy the plan by hand.
Create a Task
ActionIn Make“Creates a new task.”
With Create a Task, a to-do lands in Vitally for your team, built from data received from another app. It is the simplest way to turn a signal into an action someone owns.
Get a Customer
ActionIn Make“Retrieves a single customer.”
Get a Customer brings back one customer account from Vitally so that later modules can use its details. Think of it as opening the account page, but inside the scenario.
Get an Admin
ActionIn Make“Retrieves a single admin.”
Admins in Vitally are the people on your side, such as the CSM who owns an account. This module fetches one of them, so the scenario knows who to notify or assign.
Get a User
ActionIn Make“Retrieves a single user.”
Here you retrieve one user record from Vitally, one person using your product at a client account. The details then flow to the next module in the scenario.
Get a User by ID or Email
ActionIn Make“Retrieves a single user by external ID or email.”
Other tools rarely know Vitally's own references, and this lookup solves that: it finds a single user from an external ID or an email address you already have.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
When none of the 13 modules does what you need, Make an API Call reaches any endpoint of the Vitally API through the same connection. You get full coverage without new credentials.
Update a Customer
ActionIn Make“Updates existing customer's details.”
Account data changes in billing or in your CRM, and this module carries that change onto the existing customer in Vitally. The team then reads the same facts in both tools.
Update a User
ActionIn Make“Updates existing user's details.”
Update a User rewrites the details of a person already in Vitally, for instance after they change role or email in your product. Profiles stay accurate without manual edits.
List Users
SearchIn Make“Retrieves a list of users.”
Unlike the Get modules, List Users is a search: it returns several users, each as its own bundle, so every following module runs once per user.
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