Vitally
Customer success platform with health scores, playbooks, notes and NPS for B2B SaaS.
- Category
- Support & Feedback
- Type
- Customer success
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password
- Docs
- Vitally API docs
02Data
What you can sync.
- Accounts
- Users
- Organizations
- Notes
- NPS responses
Let an AI Mind read Vitally accounts with the rest of your data and answer what customers ask about most.
Need more? Name any other Vitally data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
Vitally uses a username and password. You add the credentials once, when the AI asks for them, and it tells you where to create them in Vitally if you need help.
04How it works
How it works in DataMind.
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Pick Vitally.
Open Lake, pick Vitally in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Vitally API docs.
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Answer a few questions.
The AI reads the Vitally documentation, then asks which credentials you will use, which data to sync (for example accounts and users), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Vitally data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
