Connect Vistaly and Vertex to Build Intelligent Automations

Choose a Trigger

Vistaly

When this happens...

Choose an Action

Vertex

Automatically do this!

Enable Integrations or automations with these events of Vistaly and Vertex

Enable Integrations or automations with these events of Vistaly and Vertex

Actions

Create Feedback

Create Feedback

Create a feedback entry in Vistaly from a user's submission, including provider details, optional recipient, timestamp, and page URL.

Add Card Metric

Add Card Metric

Add a numeric metric datapoint to a specific card. Optionally provide a timestamp; leave blank to use the current time.

Request a new Action for Vistaly

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Frequently Asked Questions

How do I start an integration between Vistaly and Vertex?

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

Can we customize how data from Vistaly is recorded in Vertex?

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

How often does the data sync between Vistaly and Vertex?

The data sync between Vistaly and Vertex 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 Vistaly to Vertex?

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 Vistaly and Vertex?

Yes, you can set conditional logic to control the flow of data between Vistaly and Vertex. 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.

Vistaly

About Vistaly

Vistaly is a comprehensive platform designed to enhance productivity and streamline project management. It offers tools for task management, team collaboration, and efficient workflow automation, making it ideal for businesses looking to optimize their operations.

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Vertex

About Vertex

Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.

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