1.Detecting indicator instances
Integrate Vitally and analytics tools to extract event metadata and map indicator details to customer health fields.
Create lapse log for customers missing report views
Automatically detect report-view lapses from indicator instances across Vitally and Zapier Tables. Create and update lapse logs when indicator instance fires, report views go missing, or severity threshold trips — so you can filter qualifying accounts, create tracking records, and spot at-risk customers without manual tracking.
How this automation creates lapse logs for report-view gaps
When indicator instances fire for accounts that have not viewed reports, delayed triage can leave at-risk customers unnoticed. This automation filters qualifying records and creates a lapse log row in Zapier Tables—so your team can act on gaps fast.
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2.Filters qualifying records
Integrate Filter by Zapier and workflow rules to continue only when severity, region, or age thresholds match.
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3.Creates table record
Integrate Zapier Tables and data mapping tools to create a structured lapse log row for triage and follow-up.
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Schritt 3
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