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Set up your first integration

Quickly connect Dialpad to Vitally with a Zapier template.

Our most popular template

Create notes in Vitally when call states change in Dialpad
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Dialpad + Vitally

Create notes in Vitally when call states change in Dialpad

Dialpad + Vitally

How Zapier works

Zapier makes it easy to integrate Dialpad with Vitally - no code necessary. See how you can get setup in minutes.

Select a trigger from Dialpad

A trigger is an event that starts your Zap and runs the workflow. For example, with Dialpad, a trigger could be "Call State Changed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Vitally

An action is what takes place after the automation is triggered. For example, with Vitally, the action could be "Create a Custom Object Instance."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dialpad to Vitally

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Dialpad to Vitally integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Dialpad and Vitally to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Call States
  Required
Trigger
Instant
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- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
Try It
- Custom Object
  Required
Trigger
Scheduled
Try It
- Custom Object
  Required
Trigger
Instant
Try It

- Playbook
Trigger
Instant
Try It
Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant
Try It

Organization Created
Triggers when a new Organization is created in Vitally
Trigger
Instant
Try It
Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
Try It
List Project Statuses
Lists all Project Statuses
Trigger
Scheduled
Try It
- Segment
Trigger
Instant
Try It
Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
Try It
- Custom Object
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Write
- Template Type
  Required
Action
Write
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Custom Object
  Required
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Email
  Required
Action
Search
- Search Field
  Required
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Search or write

- SMS direction
  Required
Trigger
Instant
Try It
Create and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
Action
Write
List Project Templates
Lists all Project Templates
Trigger
Scheduled
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List Custom Objects
Lists all Custom Objects
Trigger
Scheduled
Try It
- Custom Object
  Required
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
NPS Response Created
Triggers when a new NPS Response is created in Vitally
Trigger
Instant
Try It
List Project Templates
Lists all Project Templates
Trigger
Scheduled
Try It
List Projects
Lists all Projects
Trigger
Scheduled
Try It
Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
Try It
- Segment
Trigger
Instant
Try It
Task Completed
Triggers when a Task is marked complete in Vitally
Trigger
Instant
Try It
- Type
  Required
- User
  Required
- Teammate
- Message Text
  Required
- Subject
- Timestamp
- External ID
  Required
- URL
- Conversation ID
- Conversation URL
Action
Write
- User
  Required
- Reponse Timestamp
  Required
- Score
- Feedback
- External ID
  Required
Action
Write
- Customer
- Segment
Action
Write
- Creator
  Required
- Event
  Required
- Message ID
- Properties
Action
Write
- Custom Object
  Required
- Customer
  Required
Action
Write
- Customer
  Required
- Status
  Required
Action
Write
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Name
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Custom Object
  Required
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Search or write
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write

Learn how to automate Dialpad on the Zapier blog

Learn how to automate Vitally on the Zapier blog

About Dialpad

Dialpad is a business communications platform that's built to grow with your team, no matter where in the world they are. Offering voice, messaging, video, and more, Dialpad helps teams stay connected across all their existing devices.

Related categories

Phone & SMS

About Vitally

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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