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Automatically create and assign tasks in 7todos from new leads captured in Instantly, ensuring prompt follow-up. Latenode's visual editor and affordable pricing make lead management seamless. Customize task assignment logic with JavaScript for advanced routing.
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Create a New Scenario to Connect 7todos and Instantly
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a 7todos, triggered by another scenario, or executed manually (for testing purposes). In most cases, 7todos or Instantly will be your first step. To do this, click "Choose an app," find 7todos or Instantly, and select the appropriate trigger to start the scenario.
Add the 7todos Node
Select the 7todos node from the app selection panel on the right.
7todos
Add the Instantly Node
Next, click the plus (+) icon on the 7todos node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
7todos
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Instantly
Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the 7todos and Instantly Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the 7todos and Instantly Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Instantly
Trigger on Webhook
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7todos
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring 7todos, Instantly, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the 7todos and Instantly integration works as expected. Depending on your setup, data should flow between 7todos and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instantly + 7todos + Google Calendar: When a campaign in Instantly achieves a specific performance metric (e.g., a new lead), a follow-up task is automatically created in 7todos. This task's due date is then blocked out in Google Calendar to ensure it's addressed.
Instantly + 7todos + Slack: Upon a new lead engaging in Instantly, a follow-up task is created in 7todos to manage the interaction. Simultaneously, a notification is sent to the sales team in Slack to alert them of the new lead and the associated task.
About 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic β all without per-step pricing limits.
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How can I connect my 7todos account to Instantly using Latenode?
To connect your 7todos account to Instantly on Latenode, follow these steps:
Can I trigger Instantly campaigns when tasks are completed in 7todos?
Yes, you can! Latenode allows you to trigger Instantly campaigns based on 7todos task completions, automating follow-ups and improving campaign responsiveness. Leverage advanced logic and AI for personalized messaging.
What types of tasks can I perform by integrating 7todos with Instantly?
Integrating 7todos with Instantly allows you to perform various tasks, including:
How secure is my 7todos data when using Latenode integrations?
Latenode employs industry-standard security protocols to ensure the safety of your data during integrations. We prioritize secure data transmission and storage practices.
Are there any limitations to the 7todos and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: