
Native sync with row-level security, CDC where supported, and hourly-or-faster freshness. Query it with SQL, build dashboards, or ask Fi.
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.
Represents customer organizations with health scores, MRR, and renewal data; enables churn/retention analysis, revenue tracking, segmentation, and NPS trend reporting.
Represents end users/contacts linked to accounts; supports cohorting, engagement segmentation, lifecycle analysis, and mapping communications to people.
Threads of customer communications from sources like Zendesk; used to measure support volume, response/resolution trends, and engagement by account or segment.
Customer success tasks and assignments; enables workflow productivity metrics, SLA adherence, backlog and completion rate analysis by owner or project.
Internal notes attached to accounts; supports qualitative activity tracking, meeting coverage, tagging-based insights, and timeline analyses.
Customer success/admin users in Vitally; used as a dimension for ownership and performance reporting across tasks, accounts, and communications.
Authenticates with the Vitally REST API using HTTP Basic Auth with your Secret Token
Requires a Vitally account to connect.
Operational data, performance metrics, and business insights.
Authenticate Vitally in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your lakehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Vitally data lives next to every other source — ready to join.
Build your own with the Definite SDK, or ask us — we add new connectors every week.