Connect Email and vitally to Build Intelligent Automations

Choose a Trigger

Email

When this happens...

Choose an Action

vitally

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Email and vitally?

To start, connect both your Email and vitally accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in vitally (or vice versa).

Can we customize how data from Email is recorded in vitally?

Absolutely. You can customize how Email data is recorded in vitally. This includes choosing which data fields go into which fields of vitally, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Email and vitally?

The data sync between Email and vitally typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Email to vitally?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Email and vitally?

Yes, you can set conditional logic to control the flow of data between Email and vitally. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Email

About Email

Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.

Learn More
vitally

About vitally

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

Learn More