Connect Vitally and Waitwhile

Both apps 49Vitally 27Waitwhile 22

• Trigger
  Customer Created

  Triggers when a new account (customer) is created in Vitally.

• Trigger
  Custom Object Instance Created

  Triggers when a new instance of a custom object is created.

• Trigger
  Custom Object Instance Updated

  Triggers when an instance of a custom object is created or updated.

• Trigger
  Note Created

  Triggers when a new note is created in Vitally.

• Trigger
  NPS Response Created

  Triggers when a new NPS response is recorded in Vitally.

• Trigger
  Organization Created

  Triggers when a new organization is created in Vitally.

• Trigger
  Project Created

  Triggers when a new project is created in Vitally.

• Trigger
  Task Created

  Triggers when a new task is created in Vitally.

• Action
  Create Account

  Creates an account (customer) in Vitally, identified by your own external ID.

• Action
  Create Note

  Creates a note on an account or organization in Vitally.

• Action
  Create NPS Response

  Records an NPS survey response from a user in Vitally.

• Action
  Create Organization

  Creates an organization in Vitally, identified by your own external ID.

• Action
  Create Project From Template

  Creates a project for an account or organization from a project template.

• Action
  Create Task

  Creates a task on an account or organization in Vitally.

• Action
  Find a Customer

  Returns a account by its Vitally ID or external ID.

• Action
  Find a Custom Object Instance

  Finds a custom object instance by ID, external ID, linked account or a custom field value.

• Action
  Find a Note

  Returns a note by its Vitally ID or external ID.

• Action
  Find a Organization

  Returns a organization by its Vitally ID or external ID.

• Action
  Find a Task

  Returns a task by its Vitally ID or external ID.

• Action
  Find a Teammate

  Finds a Vitally team member by email address.

• Action
  Find a User

  Finds a user by email address, external ID or email domain.

• Action
  Get Account Health Scores

  Returns an account's health score and its breakdown.

• Action
  Update Customer Traits

  Updates the name or traits of a account in Vitally; traits are merged with existing ones.

• Action
  Update Organization Traits

  Updates the name or traits of a organization in Vitally; traits are merged with existing ones.

• Action
  Update Project Status

  Changes a project's status in Vitally.

• Action
  Update Task

  Updates a task in Vitally, for example to reassign or complete it.

• Action
  Update User Traits

  Updates the name or traits of a user in Vitally; traits are merged with existing ones.

• Trigger
  New customer

  Triggered when a new customer is created in Waitwhile.

• Action
  Add customer note

  Adds a note entry to a Waitwhile customer, optionally tied to a location or visit.

• Action
  Add location

  Creates a new Waitwhile location, optionally copying users, resources, services, data fields and labels from an existing location, and returns the new location record.

• Action
  Add resource

  Creates a resource, such as a staff member or room, at one or more Waitwhile locations and returns the new resource.

• Action
  Add service

  Creates a new service in Waitwhile and makes it available at the locations you choose. Returns the service that was created.

• Action
  Cancel visit

  Cancels a visit by marking it complete and tagging it as cancelled, optionally sending the customer a message. Returns the updated visit.

• Action
  Create Customer

  Creates a customer in Waitwhile from their name and contact details, and returns the new customer record.

• Action
  Create or Update a Visit

  Creates a new visit at a Waitwhile location, or updates an existing visit when its id is supplied, and returns the resulting visit.

• Action
  Delete a Visit

  Deletes a visit by its ID.

• Action
  Delete customer

  Deletes a Waitwhile customer by ID.

• Action
  Fetch Customer

  Returns one Waitwhile customer by id, including contact details, tags, locations, last visit information and metadata.

• Action
  Fetch Location

  Returns a single Waitwhile location, with its address, hours, contact details and settings, by its id or short name.

• Action
  Fetch Resource

  Returns one Waitwhile resource, such as a staff member or room, with its availability settings, locations and supported services.

• Action
  Fetch Service

  Returns one Waitwhile service with its name, price, duration, availability settings, hours and locations.

• Action
  Fetch Visit

  Returns a single Waitwhile visit by its id, including the customer's details, its state, timing and any custom data fields.

• Action
  Find User

  Returns up to 100 Waitwhile users whose email address starts with the text you provide.

• Action
  Find visits by criteria

  Returns the visits that match the criteria you specify, such as location, state, tag, customer, service, resource or date range.

• Action
  List booking slots

  Returns the booking slots for a location within a date range, with the capacity, booked spots and available spots of each slot.

• Action
  Search for Customer

  Returns the customers whose name, phone, email or customer identifier starts with the search text, optionally narrowed by location, visit state, tag or date range.

• Action
  Search for User

  Returns the Waitwhile users whose email address starts with the text you provide, up to 100 users.

• Action
  Update customer

  Updates an existing Waitwhile customer's name, contact details, tags, locations or metadata, and returns the updated customer.

• Action
  Update visit

  Updates an existing Waitwhile visit, such as its customer details, state, booking time, services, resources, tags or data fields, and returns the updated visit.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.