Connect Vitally to Realm to make customer accounts, notes, and tasks searchable. Navigate to Settings > Data sources and click Connect on Vitally, or click Manage if already connected.Documentation Index
Fetch the complete documentation index at: https://docs.withrealm.com/llms.txt
Use this file to discover all available pages before exploring further.
Connecting Vitally
Connect Vitally using an API key. On the data source page, enter:- API key
- Subdomain - Your Vitally subdomain
- Region - US or EU
What gets synced
| Content | Synced |
|---|---|
| Accounts (with health scores, MRR, NPS, custom traits) | Yes |
| Notes | Yes |
| Tasks | Yes |
| Conversations (metadata only, not message bodies) | Yes |