Vitally Features
Customer Success API Platform
Vitally’s API access is designed for operational workflows, advanced analytics, and scalable customer data infrastructure.
APIs to Extend Vitally Across Your Systems
Your customer data doesn’t live in one place — and neither should your CS platform. Vitally’s API integrates directly with your CRM, billing system, product analytics, and data warehouse to create a unified, real-time customer view.
Use the REST API to create and update Accounts, Users, Traits, Custom Objects, Health Indicators, and Events instantly — no nightly batch uploads or CSV workarounds.
Pull structured Vitally data — including health scores, segments, and engagement history — into your BI tools and data warehouse for reporting and forecasting.
Enroll accounts in Playbooks, create Tasks, log Notes, and update lifecycle stages directly from product events, billing changes, or external systems.
600+ CS Teams Are Scaling With Vitally
“Before Vitally, there was no easy way for a CSM to see, ‘Here’s the revenue at risk this quarter.’ Now it’s right in front of them.”
FAQ
What’s the difference between the REST API and the Analytics API?
The REST API is designed for operational workflows like syncing data and updating records, while the Analytics API is designed for extracting structured data for reporting and BI.
Can we push product usage data into Vitally?
Yes. Product events and usage data can be sent via the REST API and used to power health scores, segmentation, and automation.
Can we export data into our data warehouse?
Yes. The Analytics API allows you to pull Vitally data into tools like Snowflake, BigQuery, or other BI platforms.
Do APIs support custom objects?
Yes. You can create and manage Custom Objects, relationships, and external IDs so Vitally reflects your internal data model.
Is the API secure?
Vitally uses token-based authentication and respects role-based and workspace-level permissions.
Explore the Product
Productivity
Give your team all the tools they need to build and automate how they get work done.
Collaboration
Increase customer transparency to reach new milestones with customers.
Visibility
Discover actionable insights to drive your book of business, inform strategies, and keep data flowing.
Vitally AI
Purpose-built AI for scaled CS to reduce churn, unlock growth, and stay a step ahead.
Experience Vitally's AI-Powered CS Platform
