Agile CRM and ConvertAPI Integration

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Automatically generate and update personalized documents in Agile CRM using data processed by ConvertAPI, building scalable workflows with Latenode's affordable execution pricing. Customize further using JavaScript to tailor logic and bring your own keys.

Swap Apps

Agile CRM

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Agile CRM and ConvertAPI

Create a New Scenario to Connect Agile CRM and ConvertAPI

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 Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or ConvertAPI will be your first step. To do this, click "Choose an app," find Agile CRM or ConvertAPI, and select the appropriate trigger to start the scenario.

Add the Agile CRM Node

Select the Agile CRM node from the app selection panel on the right.

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Agile CRM

Configure the Agile CRM

Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Agile CRM

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Connect Agile CRM

Sign In

Run node once

Add the ConvertAPI Node

Next, click the plus (+) icon on the Agile CRM node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.

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ConvertAPI

Authenticate ConvertAPI

Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.

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Sign In

Run node once

Configure the Agile CRM and ConvertAPI Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Select an action *

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The action ID

Run node once

Set Up the Agile CRM and ConvertAPI 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 Agile CRM, ConvertAPI, 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 Agile CRM and ConvertAPI integration works as expected. Depending on your setup, data should flow between Agile CRM and ConvertAPI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Agile CRM and ConvertAPI

ConvertAPI + Google Drive + Agile CRM: When a file is converted using ConvertAPI, the resulting PDF is uploaded to Google Drive, and a note is added to the relevant contact in Agile CRM linking to the file.

ConvertAPI + Agile CRM + Slack: When a document is successfully converted using ConvertAPI, the contact's record in Agile CRM is updated, and a notification is sent to a designated Slack channel.

Agile CRM and ConvertAPI integration alternatives

About Agile CRM

Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.

About ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

Agile CRM + ConvertAPI integration

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FAQ Agile CRM and ConvertAPI

How can I connect my Agile CRM account to ConvertAPI using Latenode?

To connect your Agile CRM account to ConvertAPI on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Agile CRM and click on "Connect".
  • Authenticate your Agile CRM and ConvertAPI accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create PDF reports for new Agile CRM contacts?

Yes, you can! Latenode’s visual editor makes this simple. Automatically generate and store personalized reports for each new contact, enhancing your onboarding process.

What types of tasks can I perform by integrating Agile CRM with ConvertAPI?

Integrating Agile CRM with ConvertAPI allows you to perform various tasks, including:

  • Convert opportunities into shareable PDF proposals automatically.
  • Generate personalized welcome kits as PDF documents for new clients.
  • Transform collected form data into visually appealing reports.
  • Convert marketing materials into different formats for varied distribution.
  • Archive email communications from Agile CRM as searchable PDFs.

How secure is connecting Agile CRM to Latenodeforautomations?

Latenode uses secure authentication methods. Your Agile CRM data is encrypted in transit, ensuring data privacy and security.

Are there any limitations to the Agile CRM and ConvertAPI integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex PDF layouts may require custom JavaScript for advanced formatting.
  • Large-scale conversions can consume ConvertAPI credits quickly.
  • Rate limits from Agile CRM can affect the speed of data processing.

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