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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.
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Agile CRM
ConvertAPI
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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.
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.
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.
Agile CRM
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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.
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.
Set Up the Agile CRM and ConvertAPI 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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ConvertAPI
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
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.
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.
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.
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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.
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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:
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:
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: