Vitally integration

This trigger fires whenever a new Organization is created.

This trigger fires whenever an existing Organization is modified.

This trigger fires whenever a new Account is created.

This trigger fires whenever an existing Account is modified.

This trigger fires whenever a new User is created.

This trigger fires whenever an existing User is modified.

This trigger fires whenever an existing User is marked as deactivated.

This trigger fires whenever a new Note is created.

This trigger fires whenever an existing Note is modified.

This trigger fires whenever an existing Note is marked as archived.

This trigger fires whenever a new Project is created.

This trigger fires whenever an existing Project is modified.

This trigger fires whenever a new NPS Response is created.

This trigger fires whenever an existing NPS Response is modified.

This trigger fires whenever a new Task is created.

This trigger fires whenever an existing Task is modified.

This trigger fires whenever an existing Task is marked as completed.

This trigger fires whenever an existing Task is marked as archived.

Creates an Organization with standard fields and dynamic custom traits.

Updates an Organization's standard fields and traits using its ID.

Fetches a specific Organization from Vitally using its ID or externalId.

Fetches a paginated list of Organizations from Vitally based on specific query parameters.

Permanently destroys the Organization record in Vitally, including all exclusively associated data.

Creates an Account with standard fields and dynamic custom traits.

Updates an Account's standard fields, organization link, and traits using its ID.

Fetches a specific Account from Vitally using its ID or externalId.

Fetches a paginated list of Accounts from Vitally based on specific query parameters.

Fetches a paginated list of Accounts associated with a given Organization in Vitally.

Fetches the current Health Score breakdown for a specific Account in Vitally.

Permanently destroys the Account record in Vitally, including all exclusively associated data.

Creates a User with standard fields, associations, and dynamic custom traits.

Updates a User's standard fields, associations, and traits using its ID.

Fetches a specific User from Vitally using its ID or externalId.

Searches for a User in Vitally using exactly one of the supported query parameters.

Deletes a User immediately or schedules them for deletion in Vitally.

Searches for an Admin in Vitally using their email address.

Creates a new Project assigned to an Account using an existing Project Template.

Updates an existing Project's standard fields and traits using its ID.

Fetches a specific Project from Vitally using its ID.

Creates a new NPS Response associated with a specific User.

Updates an existing NPS Response using its ID.

Fetches a specific NPS Response from Vitally using its ID.

Fetches a paginated list of NPS Responses associated with a given Organization in Vitally.

Permanently destroys the NPS Response record in Vitally.

Creates a Task with standard fields, associations, and dynamic custom traits.

Updates a Task's standard fields and traits using its ID.

Fetches a specific Task from Vitally using its ID or externalId.

Permanently destroys the Task record in Vitally.

Creates a Note with standard fields, associations, and dynamic custom traits.

Updates a Note's standard fields and traits using its ID.

Fetches a specific Note from Vitally using its ID or externalId.

Permanently destroys the Note record in Vitally.

Creates a new Message. Supports adding recipients individually or via stringified JSON arrays.

Fetches a specific Message from Vitally using its ID or externalId.

Permanently destroys the Message record in Vitally.

Creates a new Conversation containing an initial message. Supports stringified nested arrays for complex recipient/message data.

Updates an existing Conversation's standard properties and custom traits.

Fetches a specific Conversation from Vitally using its ID or externalId.

Permanently destroys the Conversation record in Vitally.

Creates the schema definition for a new Custom Object and attaches associated Custom Fields.

Updates the schema definition (name, label, writeMode, customFields) of an existing Custom Object.

Fetches a specific Custom Object definition from Vitally using its ID.

Permanently destroys the Custom Object schema definition in Vitally.

Creates a new Instance for a specific Custom Object, including standard relationships and dynamic traits.

Updates an existing Custom Object Instance using its ID or externalId.

Searches for Instances using externalId, createdAt bounds, or limits.

Permanently destroys a specific Custom Object Instance record in Vitally.