Integrate Vitally with Wootric by InMoment to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Vitally with Wootric by InMoment - no code necessary. See how you can get setup in minutes.

Select a trigger from Vitally

A trigger is an event that starts your Zap and runs the workflow. For example, with Vitally, a trigger could be "Customer Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Wootric by InMoment

An action is what takes place after the automation is triggered. For example, with Wootric by InMoment, the action could be "Create End User."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Vitally to Wootric by InMoment

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Vitally to Wootric by InMoment with a Zapier template.

Our most popular template

Create NPS Responses in Vitally from new Wootric responses
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Wootric by InMoment + Vitally

Create NPS Responses in Vitally from new Wootric responses

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Wootric by InMoment + Vitally

Make work flow with AI

Level up your Vitally to Wootric by InMoment integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Vitally and Wootric by InMoment 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Vitally and Wootric by InMoment to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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
Trigger
Instant
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- Custom Object
  Required
Trigger
Scheduled
Try It
- Custom Object
  Required
Trigger
Instant
Try It
- Playbook
Trigger
Instant
Try It
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
Try It
- Custom Object
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Write
- Template Type
  Required
Action
Write
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Customer
  Required
- Traits
Action
Write
- Custom Object
  Required
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Search Field
  Required
Action
Search
- Email
  Required
Action
Search
- Search Field
  Required
- Customer
- Organization
- Teammate
- Category
- Subject
- Text
  Required
- Date
- Tags
- Traits
Action
Search or write
Detractor Response
Triggers when a new response is created with a low NPS score (0-6), low CSAT score (1-2) or low CES score (1-3).
Trigger
Instant
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New Response
Triggers when a new survey response is submitted.
Trigger
Instant
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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 Object
  Required
Trigger
Instant
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- Playbook
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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- Type
  Required
- User
  Required
- Teammate
- Message Text
  Required
- Subject
- Timestamp
- External ID
  Required
- URL
- Conversation ID
- Conversation URL
Action
Write
- User
  Required
- Reponse Timestamp
  Required
- Score
- Feedback
- External ID
  Required
Action
Write
- Customer
- Segment
Action
Write
- Creator
  Required
- Event
  Required
- Message ID
- Properties
Action
Write
- Custom Object
  Required
- Customer
  Required
Action
Write
- Customer
  Required
- Status
  Required
Action
Write
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Name
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Search Field
  Required
- SearchValue
  Required
Action
Search
- Custom Object
  Required
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Owner (Teammate)
- Created By (Teammate)
- External ID
  Required
Action
Search or write
- Search Field
  Required
- Customer
- Organization
- Name
  Required
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write
Promoter Response
Triggers when a new response is created with an NPS high score (9-10), CSAT high score (4-5) or CES high score (6-7).
Trigger
Instant
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- Email
  Required
- Properties
- Last surveyed
- External created at
Action
Write

Learn how to automate Vitally on the Zapier blog

Learn how to automate Wootric by InMoment on the Zapier blog

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

About Wootric by InMoment

Wootric by InMoment collects and manages customer feedback using proven CX metrics (Net Promoter Score® (NPS), CSAT, and Customer Effort Score (CES). Survey in-app, via mobile, email & SMS, track ongoing results, follow up with customers, and quickly surface insights in an easy-to-use dashboard.

Learn more

Related categories