Encharge + Vitally

Create or update persons in Encharge when new nps responses are created in Vitally

Easily manage your customer feedback with this convenient workflow. When a new NPS (Net Promoter Score) response is created in Vitally, it instantly adds or updates the relevant person's record in Encharge. This streamlines your process, ensuring you always have the most recent feedback at your disposal for improved customer engagement and service.

When this happens...
NPS Response Created
Triggers when a new NPS Response is created in Vitally
TriggerInstant
automatically do this!
Add or Update Person
Create a new person or update an existing one.
ActionWrite

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Supported triggers and actions

What does this mean?

Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
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- Custom ObjectRequired
Trigger
Scheduled
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- Custom ObjectRequired
Trigger
Instant
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- Playbook
Trigger
Instant
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Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant
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Organization Created
Triggers when a new Organization is created in Vitally
Trigger
Instant
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Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
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List Project Statuses
Lists all Project Statuses
Trigger
Scheduled
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- Segment
Trigger
Instant
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Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
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- Custom ObjectRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Write
- Template TypeRequired
Action
Write
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- CustomerRequired
- Traits
Action
Write
- OrganizationRequired
- Traits
Action
Write
- UserRequired
- Traits
Action
Write
- Custom ObjectRequired
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- EmailRequired
Action
Search
- Search FieldRequired
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Search or write
New Person
Triggers when a new person is created.
Trigger
Instant
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- TagRequired
Trigger
Instant
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Updated Person
Triggers when a person is updated.
Trigger
Instant
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- EmailRequired
Action
Write
- EmailRequired
- TagRequired
Action
Write

List Project Templates
Lists all Project Templates
Trigger
Scheduled
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List Custom Objects
Lists all Custom Objects
Trigger
Scheduled
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- Custom ObjectRequired
Trigger
Instant
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- Indicator
Trigger
Instant
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NPS Response Created
Triggers when a new NPS Response is created in Vitally
Trigger
Instant
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List Project Templates
Lists all Project Templates
Trigger
Scheduled
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List Projects
Lists all Projects
Trigger
Scheduled
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Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
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- Segment
Trigger
Instant
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Task Completed
Triggers when a Task is marked complete in Vitally
Trigger
Instant
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- TypeRequired
- UserRequired
- Teammate
- Message TextRequired
- Subject
- Timestamp
- ID
- URL
- Conversation ID
- Conversation URL
Action
Write
- UserRequired
- Reponse TimestampRequired
- Score
- Feedback
- Response ID
Action
Write
- CustomerRequired
- SegmentRequired
Action
Write
- CreatorRequired
- EventRequired
- Message ID
- Properties
Action
Write
- Custom ObjectRequired
- Custom Object InstanceRequired
Action
Write
- ProjectRequired
- StatusRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Custom ObjectRequired
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Search or write
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write
- TagRequired
Trigger
Instant
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Person Unsubscribed
Triggers when a person unsubscribes.
Trigger
Instant
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- EmailRequired
- TagRequired
Action
Write
- EmailRequired
Action
Write
- EmailRequired
Action
Write

About Encharge

Encharge is marketing automation built for SaaS companies. We help our users create personalized customer journeys to increase revenue.

Related categories

Marketing

About Vitally

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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Add tags in Encharge when customers enter new segments in Vitally

Encharge + Vitally

Create or update persons in Encharge when new nps responses are created in Vitally

Customer Created

List Custom Object Instances

Custom Object Instance Created

New Active Indicator at Customer

Note Created

Organization Created

Project Created

List Project Statuses

Customer Entered Segment

Task Created

Create a Custom Object Instance

Create Note

Create Project From Template

Create Task

Update Customer Traits

Update Organization Traits

Update User Traits

Find a Custom Object Instance

Find a Note

Find a Task

Find a Teammate

Find or Create Note

New Person

Tag Removed From Person

Updated Person

Archive Person

Remove Tag

List Project Templates

List Custom Objects

Custom Object Instance Updated

Indicator Instance No Longer Active

NPS Response Created

List Project Templates

List Projects

Project Status Changed

Customer Exited Segment

Task Completed

Create Message

Create NPS Response

Add Customer to Segment

Create Track

Update a Custom Object Instance Traits

Update Project Status

Find a Customer

Find an Event

Find a Organization

Find a User

Find or Create Custom Object Instance

Find or Create Task

Tag Added to Person

Person Unsubscribed

Add Tag

Add or Update Person

Unsubscribe Person

About Encharge

Related categories

About Vitally

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates