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Vitally

Even the automation experts can use a process tune-up. Learn how Zapier's RevOps team overhauled internal lead management processes to grow revenue and support customers.

How Zapier's RevOps team automates lead management | Zapier

Automate strategically to support business goals.

How Zapier's RevOps team automates lead management

Create Zendesk tickets when webhooks are activated with this automation. Once set up, every time new webhook data is received, Zapier will create a new ticket in Zendesk. Save time and automatically create tickets when you set up this integration.

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Webhooks by Zapier

Triggers when a POST, PUT, or GET request is made to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

Catch Raw Hook

Triggers when a POST, PUT, or GET request is madeto a Zapier URL.

Catch Hook

Triggers when a request to a URL returns new entries.

Retrieve Poll

Fire off a custom request by providing raw details. Very flexible but unforgiving.

Custom Request

Fire off a single GET request with optional querystrings.

Fire off a single POST request as a form or JSON.

POST

Fire off a single PUT request as a form or JSON.

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Zendesk

New Group

Triggers when a new ticket is added to a view.

New Ticket in View

Triggers when a new ticket is created. Optionally select an organization.

New Ticket

Triggers when a one or more tags are added to a user.

Tag Added to User

Triggers when a new organization is created.

New Organization

Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).

Recent Ticket

Triggers when there is activity (an audit) on a specific ticket. Non-admins can only watch one ticket per Zap.

New Action on Ticket

Triggers when an existing ticket is updated.

Updated Ticket

New User

New View

Find an Agent

Finds an existing ticket. With line item support for multiple tickets resulting from a query.

Find Ticket(s)

Find a Group

Find Latest Comment

Find an Organization

Find a Ticket

Find a User

Finds a ticket, or creates one if none are found.

Find or Create Ticket

Finds a organization, or creates one if none are found.

Find or Create Organization

Finds a user, or creates one if none are found.

Find or Create User

Deletes the user and associated records from the account.

Delete User

Create Organization

Remove one or more tags from an existing ticket.

Remove Tag(s) from Ticket 

Create Ticket

Attach File to Ticket

Add Comment to Ticket

Add one or more tags to an existing ticket.

Add Tag(s) to Ticket

Update Organization

Update an existing ticket status or add comments.

Update Ticket

Update User

Create User

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Turn webhooks into Zendesk tickets

Kick off projects quickly with this integration, which lets you connect to apps with webhook capabilities. Whenever a Zapier-generated webhook URL receives a new request, this Zap will automatically create a project from a Vitally template and attach an existing customer.

Vitally is a customer success platform for high-growth B2B SaaS teams.

Triggers when a new Customer is created in Vitally

Customer Created

List Project Templates

List Custom Object Instances

List Custom Objects

Triggers when a Custom Object Instance is created

Custom Object Instance Created

Triggers when a Custom Object Instance is updated

Custom Object Instance Updated

Triggers when an indicator is activated for a customer

New Active Indicator at Customer

Triggers when an indicator is no longer active at a customer

Indicator Instance No Longer Active

Triggers when a new Note is created in Vitally

Note Created

Triggers when a new NPS Response is created in Vitally

NPS Response Created

Triggers when a new Organization is created in Vitally

Organization Created

Triggers when a new Project is created in Vitally

Project Created

List Projects

List Project Statuses

Triggers when a Project's status changes in Vitally

Project Status Changed

Triggers when a Customer first enters a Segment

Customer Entered Segment

Customer Exited Segment

Triggers when a new Task is created in Vitally

Task Created

Triggers when a Task is marked complete in Vitally

Task Completed

Finds a customer by id (vitally or external) or name

Find a Customer

Finds a custom object instance in Vitally

Find a Custom Object Instance

Find an Event

Find a Note

Finds a organization by id (vitally or external) or name

Find a Organization

Find a Task

Finds a user by id (vitally or external), name, or email

Find a Teammate

Find or Create Custom Object Instance

Find or Create Note

Find or Create Task

Creates a Custom Object Instance in Vitally

Create a Custom Object Instance

Create Message

Create Note

Create NPS Response

Creates a project in Vitally for the specified template

Create Project From Template

Add Customer to Segment

Create Task

Creates a new analytics track (charge, click, etc.) in Vitally

Create Track

Update some of the specified customer's traits

Update Customer Traits

Update some of the specified instance's traits

Update a Custom Object Instance Traits

Update some of the specified organization's traits

Update Organization Traits

Update Project Status

Update some of the specified user's traits

Update User Traits

Create Vitally projects from a webhook

Launch client projects quickly with this integration, so you can focus on delivering quality service. Whenever an invitee books a call in Calendly, this Zap will automatically create an Asana project from a template.

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Calendly

Triggers when an invitee cancels a scheduled event.

Invitee Canceled

Triggers when an invitee schedules an event

Invitee Created

Triggers when an invitee is marked as a no-show.

Invitee No Show Created

Find User

Creates a new one-off meeting in Calendly.

Create One-Off Meeting

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

Asana

Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

Completed Task

Triggered when a Task is added to a Project.

New Task

Triggers when a new Comment is added to a Task in Asana.

New Comment on a Task

New Project

New Story

New Subtask

Triggers when a Subtask is completed in Asana.

New Completed Subtask

New Tag Created

Triggers when an attachment is added to a task.

New Attachment Added to Task

Triggers when a Task is moved to a section.

Task Moved to Section

Triggered when you add a new task to a project.

New Task in Project

Tag Added to Task

New Team

Triggered when a Task is updated in a Project.

Updated Task

Triggered when a task in a project is updated.

Updated Task in Project

Triggered when you add a new workspace/organization.

New Workspace/Organization

Find Project

Finds an existing section within a workspace project.

Find Section in Project

Finds an existing task within a workspace project(s).

Find Task in Project

Find Task by ID

Finds a task in a workspace. Supports custom fields. Available only to premium Asana users.

How Zapier's RevOps team automates lead management

Automate strategically to support business goals.

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