Create messages in Vitally from new outbound messages in Front
Keep your messaging up to date without the hassle of manual copy-and-paste. When an inbound message is created from one of your users in Front, this integration automatically creates a new message in Vitally associated with the user who received the message. Once messages are imported into Vitally, you'll be able to view historical conversations with users at a specific account and track the last date you contacted a user.
Keep your messaging up to date without the hassle of manual copy-and-paste. When an inbound message is created from one of your users in Front, this integration automatically creates a new message in Vitally associated with the user who received the message. Once messages are imported into Vitally, you'll be able to view historical conversations with users at a specific account and track the last date you contacted a user.
- When this happens...New Outbound Message
Triggers when a message is sent (either a new message or a reply).
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Find a User
Finds a user by id (vitally or external), name, or email
- then do this...Find a Teammate
Finds a Teammate by email
- then do this!Create Message
Creates an Message in Vitally
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