Vitally integration
Modern #CustomerSuccess for B2B SaaS. 🚀 Unify your data, understand it deeply, and build powerful automation to drive a world-class customer experience.
What your agents can do with Vitally
4 pre-built Vitally tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Create Task
Create a new task.
Create Note
Create a new note.
Create Message
Create a new message.
Triggers (1)
New User Created
Emit new event when a new user is created.
Set up Vitally in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Vitally account
In Relevance AI, open Integrations and add Vitally, then paste your API Key and Subdomain. You will find it in your Vitally account settings.
Use Vitally in an agent
Create a tool, add a Vitally tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Vitally to work in your agents
Connect Vitally alongside 1,800+ other integrations and let your agents run the busywork.