Linking Vitally as a source

The Vitally connector can link accounts, conversations, notes, tasks, and more to PostHog.

To link Vitally:

1. Go to the sources tab of the data pipeline section in PostHog.

2. Click + New source and then click Link next to Vitally.

3. Next, you need a secret token from Vitally. To start, click on your account logo in the top left, then Settings. Next, under Operations, select Integrations. Choose Vitally REST API, enable the integration with the toggle, and copy the secret token.

4. Back in PostHog, paste the token in the Secret token field, choose your Vitally region, and add a prefix for your tables if you want. Once all this is entered, click Save.

5. On the next page, set up the schemas you want to sync and modify the method and frequency as needed. Once done, click Import.

Once the syncs are complete, you can start using Vitally data in PostHog.

Custom object records

In addition to the standard schemas (accounts, conversations, notes, etc.), PostHog automatically discovers any custom objects in your Vitally workspace and creates a separate schema for each one. These schemas are named Custom_Object_<machineName> (e.g., Custom_Object_featureRequest) and sync the actual records, not just the definitions.

To sync custom object records, refresh your source schemas. Each custom object appears as a toggleable schema. Once synced, the data lands in a table named vitally_custom_object_<name> (e.g., vitally_custom_object_featurerequest), which you can query directly in PostHog SQL. Incremental sync is supported via the updatedAt field.

Note: The existing Custom_Objects schema still syncs custom object definitions (metadata). The new Custom_Object_<machineName> schemas sync the underlying records for each object.

Configuration