Integrate Vitally with Crisp to automate your work
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How Zapier works
Zapier makes it easy to integrate Vitally with Crisp - no code necessary. See how you can get setup in minutes.
Select a trigger from Vitally
Setup an action from Crisp
That’s it! You just connected Vitally to Crisp
Connect Vitally and Crisp 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.
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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.
- Customer Created
Triggers when a new Customer is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note Created
Triggers when a new Note is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Organization Created
Triggers when a new Organization is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Created
Triggers when a new Project is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Project Statuses
Lists all Project Statuses
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Task Created
Triggers when a new Task is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Custom ObjectRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom ObjectRequired
- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Edited Contact
Triggers when a contact is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Incoming
Triggers when a visitor sends a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Conversation
Triggers when a new conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Conversation Segments Updated
Triggers when a segment is added or removed in a conversation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Conversation ID (session_id)Required
- SegmentsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- NameRequired
- Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation ID (session_id)Required
- Note message contentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation ID (session_id)Required
- StateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- List Project Templates
Lists all Project Templates
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - List Custom Objects
Lists all Custom Objects
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NPS Response Created
Triggers when a new NPS Response is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Project Templates
Lists all Project Templates
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - List Projects
Lists all Projects
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Project Status Changed
Triggers when a Project's status changes in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a Task is marked complete in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TypeRequired
- UserRequired
- Teammate
- Message TextRequired
- Subject
- Timestamp
- External IDRequired
- URL
- Conversation ID
- Conversation URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Reponse TimestampRequired
- Score
- Feedback
- External IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Segment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CreatorRequired
- EventRequired
- Message ID
- Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom ObjectRequired
- CustomerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search FieldRequired
- SearchValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- SearchValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- SearchValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom ObjectRequired
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External IDRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search FieldRequired
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Message Sent
Triggers when an operator sends a message
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Conversation Custom Data Updated
Triggers when custom data is added or removed in a conversation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Conversation Status Change
Triggers when a conversation is (un)resolved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - EmailRequired
- NameRequired
- Phone Number
- Address
- Website
- Company
- Position
- SegmentsRequired
- Notepad
- Custom Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Conversation ID (session_id)Required
- Note message contentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app