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A customer success tool that integrates effortlessly with Pendo

Connect Pendo with Velaris to turn in-app behavior into customer success action — trigger workflows from feature usage, guide views, and NPS responses, and push product signals straight into health scores.

Automate workflows with Pendo Triggers in Velaris

New Visitor

Fires when a visitor is first seen in your app, letting Velaris add new users to the right account automatically.

New Account

Triggers when an account is first seen in-app, helping Velaris kick off onboarding workflows from day one.

Feature Clicked

Runs when a tagged feature is used, letting Velaris track adoption of key features per account.

Page Loaded

Fires when a tagged page is viewed, giving Velaris product engagement signals for health scoring.

Guide Displayed

Triggers when an in-app guide is shown, letting Velaris see which customers received onboarding or release messages.

NPS Response Submitted

Runs when a user submits an NPS survey, allowing Velaris to update sentiment and alert CSMs to detractors.

Poll Response Submitted

Fires when a user answers an in-app poll, letting Velaris capture feedback against the customer record.

Track Event Received

Triggers when Pendo receives a custom track event, so Velaris can act on milestones like a first integration or report created.

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Drive results with Pendo Actions in Velaris

Track Event

Sends a custom event to Pendo, letting Velaris record CS milestones like a completed onboarding or QBR.

Update Visitor Metadata

Writes fields to a Pendo visitor, so Velaris can share data like CSM owner or health score for guide targeting.

Update Account Metadata

Writes fields to a Pendo account, letting Velaris segment in-app messages by tier, renewal date, or lifecycle stage.

Get Visitor

Retrieves a visitor’s details and activity, enabling Velaris to enrich contact records with usage data.

Get Account

Retrieves an account’s details and activity, helping Velaris keep product adoption data current.

Custom API Call

Make a custom API call to a specific endpoint.

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Want to see Velaris in action?

Discover the difference it can make for your team.