Integrate Vitally with Yuccan to automate your work
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Vitally with Yuccan - no code necessary. See how you can get setup in minutes.
Select a trigger from Vitally
Setup an action from Yuccan
That’s it! You just connected Vitally to Yuccan
Connect Vitally and Yuccan 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
Connect Vitally and Yuccan 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.
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- Invitation Answered
Triggers when an invitation has been answered by an Ambassador.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Updated
Triggers when a Lead is updated on Yuccan Lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CustomerRequired
- Custom message (optional)
- Lead full name (depreciated)
- Locale
- Company ID (Partnership only)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Postal addressRequired
- Plan unique identifier (ID)Required
- Primary Company unique identifier (ID)
- External unique identifier (ID)
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales RepRequired
- First nameRequired
- Last nameRequired
- EmailRequired
- Customer Phone NumberRequired
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Reward Level Name
- Target stepRequired
- Custom message (optional)
- Bonus payment
- Revenue generated from business
- Estimated payment date
- Validated by Sales Rep
- Invite Lead in Ambassador Program
- Lead full name (depreciated)
- Sales Rep's First Name (Depreciated)
- Sales Rep's Last name (Depreciated)
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Only for answers
- Branch unique identifierRequired
- Sales RepRequired
- Invitation source
- Company ID (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Company ID (Partnership only)
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- Lead Affected
Lead has been affected to another Sales Rep.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Ambassador
Triggers when a new Ambassador joined your program.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CustomerRequired
- Sales Rep IDRequired
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ambassador Unique IDRequired
- Ambassador ListRequired
- ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Branch unique identifierRequired
- First nameRequired
- Last nameRequired
- EmailRequired
- Job position unique identifier (ID)Required
- PermissionRequired
- Display on mobile app
- Enable monthly performance notification
- Notify by email
- Manager
- External unique identifier (ID)
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First nameRequired
- Last nameRequired
- EmailRequired
- RelationshipRequired
- Customer Phone NumberRequired
- Sales RepRequired
- Welcome gift amount
- Welcome gift ways and means
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Customer Phone NumberRequired
- Company ID (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search query
- Search in data (Name of the field)
- Search in data (Value of the field)
- Company ID (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your app