Userflow + Vitally

Find and update Vitally users from newly answered questions in Userflow

Whenever a user answers a new question in Userflow, this Zapier template will find them in Vitally. Then, their user traits will be updated with their answer automatically. You can create use case, NPS, CSAT, and many other in-app surveys in Userflow and store them in Vitally.

When this happens...
Question Answered
Triggers when a user answers a single question in a flow.
TriggerInstant
automatically do this...
Find a User
Finds a user by id (vitally or external), name, or email
ActionSearch
then do this!
Update User Traits
Update some of the specified user's traits
ActionWrite

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Supported triggers and actions

What does this mean?

- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger on these events
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It
- Trigger when
Trigger
Instant
Try It

- Only trigger for this launcher
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It

- User ID
- Group ID
- Event NameRequired
Action
Write
- User IDRequired
Action
Write
- User ID
- Email
- Group ID
Action
Search
- User IDRequired
- Email
- Group ID
Action
Search or write
List Project Templates
Lists all Project Templates
Trigger
Scheduled
Try It
List Custom Objects
Lists all Custom Objects
Trigger
Scheduled
Try It
- Custom ObjectRequired
Trigger
Instant
Try It
- Indicator
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
- 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

- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger for this checklist
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It
- Only trigger for this flow
- Sample user ID
Trigger
Instant
Try It
- Only trigger for this launcher
Trigger
Instant
Try It
- Only trigger for this launcher
Trigger
Instant
Try It
- Trigger when
Trigger
Instant
Try It
- Group IDRequired
Action
Write
- Group ID
- User ID
Action
Search
- Group IDRequired
- User ID
Action
Search or write
Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
Try It
- Custom ObjectRequired
Trigger
Scheduled
Try It
- Custom ObjectRequired
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 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

About Userflow

Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists and surveys, without code.

Related categories

Customer Support

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

Userflow + Vitally

Find and update Vitally users from newly answered questions in Userflow

Checklist Completed

Only trigger for this checklist

Checklist Started

Only trigger for this checklist

Event Tracked

Only trigger on these events

Flow Dismissed/Ended

Only trigger for this flow

Sample user ID

Group Created/Updated

Trigger when

Launcher Dismissed

Only trigger for this launcher

Question Answered

Only trigger for this flow

Sample user ID

Track Event

User ID

Group ID

Create/Update User

Find User

User ID

Email

Group ID

Find or Create User

Email

Group 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

URL

Conversation ID

Conversation URL

Create NPS Response

Score

Feedback

Response ID

Add Customer to Segment

Create Track

Message ID

Properties

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

Customer

Organization

Owner (Teammate)

Created By (Teammate)

External ID

Find or Create Task

Customer

Organization

Assigned Teammate

Category

Description

Due Date

Tags

Traits

Checklist Dismissed/Ended

Only trigger for this checklist