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The Vitally integration keeps your customer accounts in sync and lets you automate trait updates using custom JavaScript triggered by Vitally Playbooks.

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Connect

1

Add the connection

Go to Settings → Connections, click Add Connection, and select Vitally. Enter your Vitally API credentials.
2

Sync

Click Sync Now to pull accounts into Zudo. Syncs also run on a schedule.

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What syncs

  • Accounts — name, MRR, and standard fields
  • Contacts — users associated with each account, including their lastSeenTimestamp (used for the Contact Activity health score factor)
  • Account traits — choose which custom traits to import from the Custom Account Traits panel on the connection card
  • Custom objects — additional Vitally data associated with accounts
The sync fetches all pages of data from Vitally automatically, so even large account lists are fully imported.

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Webhook actions

Webhook actions let you run custom JavaScript when a Vitally Playbook fires. Use them to automatically update account traits — advance a renewal date, stamp a trait with today’s date, or conditionally set values based on account state. For a full walkthrough of the JavaScript sandbox, helper functions, and code examples, see Webhook Actions.

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Quick setup

  1. Go to Settings → Connections, expand your Vitally connection, and click + Add Action under Playbook Webhook Actions
  2. Name the action, write your JavaScript, and save
  3. Copy the unique webhook URL from the action card
  4. In Vitally, add a Webhook step to your Playbook and paste the URL
Each action gets a unique URL. When the Playbook fires, Vitally POSTs to Zudo, your script runs, and traits are updated automatically.