Vitally

• New Vitally accountRuns when an account is added to Vitally.
• Vitally account updatedRuns when an account changes in Vitally: its name, traits, MRR, owners or anything else Vitally records on it.
• Vitally account health score changedRuns when an account's health score goes up or down in Vitally, with the score before.
• Vitally account churnedRuns when an account is marked as churned in Vitally.
• New Vitally organizationRuns when an organization is added to Vitally.
• Vitally organization updatedRuns when an organization changes in Vitally.
• New Vitally userRuns when a user (a person at one of your customers) is added to Vitally.
• Vitally user updatedRuns when a user changes in Vitally: their details, traits, NPS or activity.
• New Vitally noteRuns when a note is added in Vitally, by a teammate or an integration.
• New Vitally taskRuns when a task is added in Vitally.
• Vitally task completedRuns when a task is marked as done in Vitally.
• New Vitally NPS responseRuns when a user answers an NPS survey, or an answer is logged in Vitally.
• New Vitally conversationRuns when a conversation (an email thread or chat with a customer) reaches Vitally.
• New Vitally projectRuns when a project, such as an onboarding plan, is started in Vitally.
• New Vitally meetingRuns when a meeting with a customer reaches Vitally from a connected calendar or call recorder.
• New Vitally custom object recordRuns when a record is added to one of your custom objects in Vitally.
• Vitally custom object record updatedRuns when a record of one of your custom objects changes in Vitally.

• List accountsList accounts with their health score, MRR, renewal and NPS, one page at a time; optionally only churned ones or one organization's.
• Get accountGet one account by its Vitally id or your own id, with its health score, MRR, renewal date, NPS, owners, segments and traits.
• Create accountAdd a customer account to Vitally, with your own id for it, its name, organization and traits.
• Update accountRename an account, move it to another organization, or set its traits. Only what you fill in changes.
• Delete accountDelete an account for good, with the notes, tasks, conversations and other data that belong only to it.
• Get organizationGet one organization by its Vitally id or your own id.
• Create organizationAdd an organization (a group of accounts, such as a parent company) to Vitally, with your own id for it, its name and traits.
• Update organizationRename an organization or set its traits. Only what you fill in changes.
• Delete organizationDelete an organization for good, with the data that belongs only to it.
• List usersList the people at your customers, all or one account's or organization's, one page at a time.
• Find userFind a user by email address, by Vitally id or your own id, or every user at an email domain. Finding nobody is not an error.
• Create userAdd a person to one or more accounts or organizations in Vitally, with your own id for them, name, email and traits.
• Update userChange a user's name, email, picture, conversation emails or traits, or add them to more accounts. Only what you fill in changes.
• Delete userDelete a user now, or on a date you choose.
• Create noteAdd a note to an account or organization, such as a call summary, with its subject, author, category, tags and traits.
• List notesList notes, all or one account's or organization's, newest changes first, one page at a time.
• Create taskAdd a task for an account or organization, with a due date, assignee, category, tags and traits.
• Update taskChange a task's title, description, due date, assignee, category, tags or traits. Only what you fill in changes; its tags are kept unless you give new ones.
• Complete taskMark a task as done, by a teammate if you like. A task already done is left as it is.
• List tasksList tasks, all or one account's or organization's, with their due dates, assignees and whether they are done, one page at a time.
• Create NPS responseLog an NPS answer a user gave elsewhere (such as in a survey tool): their score from 0 to 10 and what they wrote.
• List NPS responsesList NPS answers with their scores and feedback, all or one account's or organization's, one page at a time.
• Create projectStart a project, such as an onboarding plan, for an account or organization from one of your project templates.
• List project templatesList your project templates (such as onboarding plans) with their ids, to start a project from one.
• List team membersList the teammates in your Vitally workspace with their ids, emails and roles, or find one by email.

No actions match that.