EverAfter + Vitally

Create accounts in EverAfter from new customers in Vitally

Seamlessly streamline your accounts from Vitally to EverAfter with this integration. Once it's active, this Zap will automatically create an accounts in EverAfter from each new customer in Vitally. Then you can build beautiful personalized automated hubs for your customers.

When this happens...
Customer Created
Triggers when a new Customer is created in Vitally
TriggerInstant
automatically do this!
Create Account
Creates an Account
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
- Account nameRequired
- Account owner email
- Account IDRequired
- Website
- Account Domain
- Product account ID
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
- Account NameRequired
- Account Owner Email
- Account IDRequired
- Website
- Account Domain
- Product Account ID
Action
Write

About EverAfter

B2B Customer Hub Platform for Customer Onboarding & Retention.

Related categories

Customer Appreciation

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

EverAfter + Vitally

Create accounts in EverAfter from new customers in Vitally

Customer Created

List Custom Object Instances

Custom Object Instance Created

New Active Indicator at Customer

Playbook

Note Created

Organization Created

Project Created

List Project Statuses

Customer Entered Segment

Segment

Task Created

Create a Custom Object Instance

Customer

Organization

Owner (Teammate)

Created By (Teammate)

External ID

Create Note

Customer

Organization

Teammate

Category

Subject

Date

Tags

Traits

Create Project From Template

Create Task

Customer

Organization

Assigned Teammate

Category

Description

Due Date

Tags

Traits

Update Customer Traits

Traits

Update Organization Traits

Traits

Update User Traits

Traits

Find a Custom Object Instance

Find a Note

Find a Task

Find a Teammate

Find or Create Note

Customer

Organization

Teammate

Category

Subject

Date

Tags

Traits

Create Account

Account owner email

Website

Account Domain

Product account ID

List Project Templates

List Custom Objects

Custom Object Instance Updated

Indicator Instance No Longer Active

Indicator

NPS Response Created

List Project Templates

List Projects

Project Status Changed

Customer Exited Segment

Segment

Task Completed

Create Message

Teammate

Subject

Timestamp

ID