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How to connect 7todos and NoCRM
Create a New Scenario to Connect 7todos and NoCRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – 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 NoCRM will be your first step. To do this, click "Choose an app," find 7todos or NoCRM, 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.
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Add the NoCRM Node
Next, click the plus (+) icon on the 7todos node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
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Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the 7todos and NoCRM 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 NoCRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring 7todos, NoCRM, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the 7todos and NoCRM integration works as expected. Depending on your setup, data should flow between 7todos and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect 7todos and NoCRM
NoCRM + 7todos + Slack: When a lead's status changes in NoCRM, a follow-up task is created in 7todos, and a notification is sent to the sales team in Slack.
NoCRM + 7todos + Google Calendar: When a lead is qualified (status changed) in NoCRM, a task is created in 7todos. Upon task completion, a meeting is scheduled in Google Calendar.
7todos and NoCRM integration alternatives
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 NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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See how Latenode works
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FAQ 7todos and NoCRM
How can I connect my 7todos account to NoCRM using Latenode?
To connect your 7todos account to NoCRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select 7todos and click on "Connect".
- Authenticate your 7todos and NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create NoCRM leads from new 7todos tasks?
Yes, you can! Latenode lets you automate lead creation in NoCRM directly from new tasks created in 7todos. This saves time and ensures no potential lead is missed.
What types of tasks can I perform by integrating 7todos with NoCRM?
Integrating 7todos with NoCRM allows you to perform various tasks, including:
- Create a new NoCRM lead when a new task is added in 7todos.
- Update a NoCRM lead when a corresponding task is completed in 7todos.
- Synchronize task deadlines from 7todos to NoCRM opportunity deadlines.
- Create 7todos tasks based on newly qualified leads in NoCRM.
- Send summary reports of completed tasks to NoCRM as notes on a contact.
Can I use JavaScript to transform data between 7todos and NoCRM?
Yes, Latenode allows you to use JavaScript code blocks to manipulate data, ensuring compatibility and customization of the data format between 7todos and NoCRM.
Are there any limitations to the 7todos and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both 7todos and NoCRM.
- Custom field mappings require careful configuration within Latenode.
