Vitally SMS Integration
Yes - Mobile Message does integrate with Vitally!
For example, a new active indicator at a customer could send a check-in text, or a completed task could notify a service manager. Mobile Message can also create a contact from a new Vitally customer, then add that contact to a list for an appropriate communication group. If a customer texts back, Inbound SMS Received can create a Message or Note in Vitally for the team to review. The connection runs through Zapier, with one event starting one action. Vitally remains the system for customer success work and account context, while Mobile Message sends or receives the plain-text SMS.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect Vitally and Mobile Message through Zapier and these run on their own, with no code and no developer.
Bulk SMS at 1.6¢ per SMS
Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.
100% Direct Delivery - Guaranteed
We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.
FREE Dedicated Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything Vitally supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 20
- Custom Object Instance Created — Triggers when a Custom Object Instance is created.
- Custom Object Instance Updated — Triggers when a Custom Object Instance is updated.
- Customer Created — Triggers when a new Customer is created in Vitally.
- Customer Entered Segment — Triggers when a Customer first enters a Segment.
- Customer Exited Segment — Triggers when a Customer exits a Segment.
- Indicator Instance No Longer Active — Triggers when an indicator is no longer active at a customer.
- New Active Indicator at Customer — Triggers when an indicator is activated for a customer.
- Note Created — Triggers when a new Note is created in Vitally.
Show all 20 triggers
- NPS Response Created — Triggers when a new NPS Response is created in Vitally.
- Organization Created — Triggers when a new Organization is created in Vitally.
- Project Created — Triggers when a new Project is created in Vitally.
- Project Status Changed — Triggers when a Project's status changes in Vitally.
- Task Completed — Triggers when a Task is marked complete in Vitally.
- Task Created — Triggers when a new Task is created in Vitally.
- List Custom Object Instances — Triggers when Custom Object Instances are listed.
- List Custom Objects — Triggers when Custom Objects are listed.
- List Project Statuses — Triggers when Project Statuses are listed.
- List Project Templates — Triggers when Project Templates are listed.
- List Project Templates — Triggers when Project Templates are listed.
- List Projects — Triggers when Projects are listed.
Actions 13
- Add Customer to Segment — Add a customer to a segment
- Create a Custom Object Instance — Creates a Custom Object Instance in Vitally
- Create Message — Creates an Message in Vitally
- Create Note — Creates a Note in Vitally
- Create NPS Response — Create an NPS response
- Create Project From Template — Creates a project in Vitally for the specified template
- Create Task — Creates a Task in Vitally
- Create Track — Creates a new analytics track (charge, click, etc.) in Vitally
Show all 13 actions
- Update a Custom Object Instance Traits — Update some of the specified instance's traits
- Update Customer Traits — Update some of the specified customer's traits
- Update Organization Traits — Update some of the specified organization's traits
- Update Project Status — Update the status
- Update User Traits — Update some of the specified user's traits
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
Vitally + SMS: common questions
Can Vitally send an SMS when a customer enters a segment?
Yes. Customer Entered Segment can trigger Mobile Message's Send SMS action. This is suitable for a plain-text check-in or service message using the customer and segment details available in Vitally.
Can customer replies be recorded in Vitally?
Yes. Mobile Message's Inbound SMS Received trigger can run Vitally's Create Note action. The sender and message can be passed into a note for the customer record, subject to your field mapping.
How do I set up Vitally SMS notifications?
In Zapier, authorise both Vitally and Mobile Message, choose the Vitally event or Mobile Message trigger, and map the fields used by the action. The setup is code-free, and both accounts are needed to test and run the Zap.
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