Retently Vitally

Retently + Vitally Integrations

Put Retently + Vitally to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Retently and Vitally below — describe the exact one you want above and the Agent builds it on demand.

Retently + Vitally When custom objects are listed in Vitally, sync customer sentiment records to Retently.
Convert form responses into CRM contacts When a prospect submits a new form response in Retently, automatically create or update their contact profile in Vitally. See details
Send customer feedback surveys on closed deals When a deal is marked won in Vitally, automatically add the customer as a respondent in Retently to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in Retently, automatically log the activity under their profile in Vitally so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with Retently and Vitally?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Retently and Vitally

Everything Retently and Vitally can do inside a workflow — the triggers that start one and the actions that run when it fires.

Retently Explore Retently →

A customer feedback survey platform that measures customer satisfaction using Net Promoter Score across multiple channels.

Knit's Integrations Agent builds Retently's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Retently's API.

Vitally Explore Vitally →

A customer success platform designed for B2B SaaS companies to monitor account health, track metrics, and reduce churn.

Triggers
Customer Created

Triggers when a new Customer is created in Vitally.

List Project Templates

Triggers when Project Templates are listed.

List Custom Object Instances

Triggers when Custom Object Instances are listed.

List Custom Objects

Triggers when Custom Objects are listed.

Custom Object Instance Created

Triggers when a Custom Object Instance is created.

Custom Object Instance Updated

Triggers when a Custom Object Instance is updated.

Actions
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

Add Customer to Segment

Add a customer to a segment

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Retently + Vitally

Is there a pre-built Retently + Vitally automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Retently and Vitally's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Retently or Vitally connector?

No. The Agent works whether or not Retently or Vitally already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Vitally?

Yes, inbound responses from Retently can instantly generate new lead records or deals in Vitally without manual data entry.

Can I send survey invitations based on deal updates in Vitally?

Yes, when a deal is won or updated in Vitally, you can automatically add the contact as a respondent in Retently to collect feedback.

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