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All connectors/Customer Success
Vitally
§ Connector
Vitally

Analyze your Vitally data with AI today.

Build dashboards, automate reports, and ask questions in plain English — all from your Vitally data, no complex infrastructure to maintain.

Have multiple Vitally accounts? Analytics across multiple Vitally accounts →

§ Live with
§ What you get

Everything Vitally exposes, modeled and queryable.

Extracts Customer Success data from Vitally, including accounts with health metrics and revenue (MRR), user/contact profiles and segments, admin users, conversations, notes, and tasks. Enables analysis of customer health and engagement, support and communication activity, CS workflows, renewals, and account performance.

Standard on every Definite connector
Sync cadence
Hourly or faster
CDC
Native where supported
Auth
OAuth / API key
Row-level security
Yes

Tables & streams

6 objects
Account

Represents customer organizations with health scores, MRR, and renewal data; enables churn/retention analysis, revenue tracking, segmentation, and NPS trend reporting.

Contact

Represents end users/contacts linked to accounts; supports cohorting, engagement segmentation, lifecycle analysis, and mapping communications to people.

Conversation

Threads of customer communications from sources like Zendesk; used to measure support volume, response/resolution trends, and engagement by account or segment.

Task

Customer success tasks and assignments; enables workflow productivity metrics, SLA adherence, backlog and completion rate analysis by owner or project.

Note

Internal notes attached to accounts; supports qualitative activity tracking, meeting coverage, tagging-based insights, and timeline analyses.

CS Team Member

Customer success/admin users in Vitally; used as a dimension for ownership and performance reporting across tasks, accounts, and communications.

Authentication

Authenticates with the Vitally REST API using HTTP Basic Auth with your Secret Token

Requirements

Requires a Vitally account to connect.

Analyze with Fi

Operational data, performance metrics, and business insights.

§ How it works

Three steps. One afternoon.

01
Connect

Authenticate Vitally in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.

definite connect vitally
02
Sync

We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.

→ vitally.raw (synced hourly)
03
Query

SQL, dashboards, or ask Fi in plain English. Your Vitally data lives next to every other source — ready to join.

SELECT * FROM vitally.*
*
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