A complete guide to Vitally contract management

Learn how integrating Vitally, a customer success platform, with Juro’s AI-native contract automation software can eliminate repetitive contract admin, streamline workflows, and enhance customer success operations for your business.

What is Vitally?

Vitally is a customer success platform tailored for SaaS companies aiming to scale efficiently. It helps teams monitor customer health, automate workflows, and gain actionable insights to boost retention and satisfaction.

By centralizing customer success activities, Vitally enables businesses to build scalable Customer Success (CS) operations and drive long-term growth.

Can you manage contracts in Vitally?

Vitally itself does not provide native contract management functionalities. However, by integrating Vitally with a specialized contract management tools like Juro using Zapier, you can create a seamless workflow for managing contracts efficiently.

This integration leverages the strengths of both platforms, ensuring that your contract processes are automated and integrated into your overall customer success strategy.

Imagine you onboard a new client in Vitally. Without integration, you’d need to manually generate a contract in another platform (think Word, for example) track its progress (probably in email), and ensure timely updates. With Juro integrated, these steps happen automatically, freeing your team to focus on building customer relationships rather than chasing admin.

How to Manage Contracts in Vitally

When you integrate Juro’s AI-native contract automation software with Vitally via Zapier, you create a more fluid workflow using the following automations:

1. Automatically create a contract in Juro when a new customer is created in Vitally

This Zap automates the process of creating a new contract in Juro whenever a new customer is added to Vitally. As you can see below: 

This workflow ensures that every new customer has an associated contract created automatically, which helps streamline your onboarding process and reduces the likelihood of manual errors.

For instance, a SaaS company onboarding a new client can set this automation to ensure a contract is immediately generated, including pre-filled customer details. This workflow ensures no customer onboarding step is missed, minimizes human error, and accelerates the time-to-contract.

2. Automatically update the project status in Vitally when a contract progresses in Juro

This workflow keeps your project status in Vitally up to date based on the progress of a contract in Juro. You can see this in the image below: 

This ensures that your customer success and project management teams are always aware of the current status of contracts, allowing for better planning and resource allocation.

For example, if a contract is signed in Juro, Vitally can automatically mark the customer as “Onboarded,” triggering follow-up tasks or notifications for the team. This keeps your customer success team informed in real-time, enabling them to proactively manage next steps.

By setting up these workflows, you can ensure that your contract management processes are tightly integrated with your customer success activities, leading to more efficient operations and better customer experiences.

How to set up the integration

Setting up the integration between Vitally and Juro via Zapier involves a few steps:

1. Sign up for Zapier: If you don’t already have an account, register at Zapier.
2. Connect Juro and Vitally: Log into Zapier and authorize it to access your Juro and Vitally accounts.
3. Create a Zap: Click “Make a Zap” and select the trigger and action steps.
4. Customize workflows: Map fields between the two platforms to ensure accurate data transfer, such as customer name, email, and company details.
5. Test the Zap: Run a test to verify the integration works smoothly.
6. Activate the Zap: Once tested, enable your Zap to automate the workflow.

The benefits of automating contracts in Vitally and Juro

Automating contract management between Vitally and Juro offers several advantages:

Improved efficiency

Automating repetitive tasks can reduce manual effort, allowing your team to focus on more strategic activities like forecasting churn rates. This efficiency boost can be super helpful for businesses that want to quickly connect customer data.

Enhanced accuracy

Automation ensures that information is consistently updated across both platforms, reducing the risk of errors. By automatically transferring data between Vitally and Juro, the integration ensures that information is consistently accurate and up-to-date. 

In turn, this reduces the likelihood of discrepancies and misunderstandings, leading to smoother operations and a more profitable customer success function.

Timely notifications

Automated reminders and updates help ensure that important contract-related actions are taken on time. This can be especially important for those managing large account renewals ‍

Seamless integration

Integrating contract management into your customer success workflows ensures all team members can access the latest contract information.

Overall stronger customer experience‍

Play to Vitally’s strengths and streamlined processes lead to faster responses and more professional interaction with your customers, especially when it comes to renewals.

Find out more

‍Juro powers 1 million+ contracts for the world’s fastest-growing businesses, and you can join them. To find out more about Juro's rich feature set and seamless integrations with 5000+ tools (including Vitally), fill in the form below to book your personalized demo.