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| This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
With Vitally modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can:
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update, retrieve, and list usersCan use the system on a limited basis based on the rights assigned by the admin., and retrieve a userCan use the system on a limited basis based on the rights assigned by the admin. by ID or Email
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create a message
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create a note
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create a task
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update and retrieve a customer
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create a project from a template
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retrieve an adminA user role in Boost.space with comprehensive system access, including the ability to add, remove, and manage all system levels. Admins can oversee all users, configure system settings, create custom fields, and manage modules and addons. Admin can also access Integrator and manage automations.
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create an NPS response
To get started with Vitally, create an account at vitally.io.
To connect Vitally app, you need to obtain the Basic Header value from your account and insert them in the Vitally module scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..
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Log in to your Vitally account.
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Click Settings > Integrations.
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Click Vitally REST API.
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Copy the Basic Auth Header to a safe place.
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Log in to your Boost.space Integrator account, insert a Vitally modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in your scenario, and click the Add button next to the Connection field.
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Optional: In the Connection name field, enter a name for the connection.
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In the Basic Header field, enter the Basic Auth Header copied in step 4 and click Save.
You have successfully established the connection. You can now edit your scenario and add more Vitally modules. If your connection needs reauthorization, follow the connection renewal steps here.