Integrate Vitally with Retently

Trigger NPS/CSAT surveys based on customer success milestones or support interactions, sync customer profiles and success metrics between Vitally and Retently, and use survey feedback to adjust customer success strategies.

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About Vitally

Vitally is a customer success platform designed for B2B SaaS teams to manage customer relationships and track success metrics.

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Vitally to Retently

1

Customer Created

Triggers when a new Customer is created in Vitally.
2

Custom Object Instance Created

Triggers when a Custom Object Instance is created.
3

New Active Indicator at Customer

Triggers when an indicator is activated for a customer.
4

Note Created

Triggers when a new Note is created in Vitally.
5

Organization Created

Triggers when a new Organization is created in Vitally.
6

Project Created

Triggers when a new Project is created in Vitally.
7

Customer Entered Segment

Triggers when a Customer first enters a Segment.
8

Task Created

Triggers when a new Task is created in Vitally.
9

Custom Object Instance Updated

Triggers when a Custom Object Instance is updated.
10

Indicator Instance No Longer Active

Triggers when an indicator is no longer active at a customer.
11

NPS Response Created

Triggers when a new NPS Response is created in Vitally.
12

Project Status Changed

Triggers when a Project's status changes in Vitally.
13

Customer Exited Segment

Triggers when a Customer exits a Segment.
14

Task Completed

Triggers when a Task is marked complete in Vitally.
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Retently to Vitally

1

List Custom Object Instances

Lists all Custom Object Instances.
2

List Project Statuses

Lists all Project Statuses.
3

Create a Custom Object Instance

Creates a Custom Object Instance in Vitally.
4

Create Note

Creates a Note in Vitally.
5

Create Project From Template

Creates a project in Vitally for the specified template.
6

Create Task

Creates a Task in Vitally.
7

Update Customer Traits

Updates some of the specified customer's traits.
8

Update Organization Traits

Updates some of the specified organization's traits.
9

Update User Traits

Updates some of the specified user's traits.
10

Find a Custom Object Instance

Finds a custom object instance in Vitally.
11

Find a Note

Finds a note in Vitally.
12

Find a Task

Finds a task in Vitally.
13

Find a Teammate

Finds a Teammate by email.
14

Find or Create Note

Finds a note in Vitally.
15

List Project Templates

Lists all Project Templates.
16

List Custom Objects

Lists all Custom Objects.
17

List Project Templates

Lists all Project Templates.
18

List Projects

Lists all Projects.
19

Create Message

Creates a Message in Vitally.
20

Create NPS Response

Creates an NPS response.
21

Add Customer to Segment

Adds a customer to a segment.
22

Create Track

Creates a new analytics track (charge, click, etc.) in Vitally.
23

Update a Custom Object Instance Traits

Updates some of the specified instance's traits.
24

Update Project Status

Updates the status.
25

Find a Customer

Finds a customer by id (Vitally or external) or name.
26

Find an Event

Finds an Event by name.
27

Find a Organization

Finds an organization by id (Vitally or external) or name.
28

Find a User

Finds a user by id (Vitally or external), name, or email.
29

Find or Create Custom Object Instance

Finds a custom object instance in Vitally.
30

Find or Create Task

Finds a task in Vitally.

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