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Automatically update your Agile CRM with data extracted from documents processed by OCR Space. Latenode's visual editor simplifies the setup and scaling of automated workflows, while our pay-by-execution pricing ensures cost-effective data processing for your business.
Connect Agile CRM and OCR Space in minutes with Latenode.
Create Agile CRM to OCR Space workflow
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Create a New Scenario to Connect Agile CRM and OCR Space
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 Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or OCR Space will be your first step. To do this, click "Choose an app," find Agile CRM or OCR Space, 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 OCR Space Node
Next, click the plus (+) icon on the Agile CRM node, select OCR Space from the list of available apps, and choose the action you need from the list of nodes within OCR Space.
Agile CRM
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OCR Space
Authenticate OCR Space
Now, click the OCR Space node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OCR Space settings. Authentication allows you to use OCR Space through Latenode.
Configure the Agile CRM and OCR Space 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 OCR Space 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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OCR Space
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, OCR Space, 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 Agile CRM and OCR Space integration works as expected. Depending on your setup, data should flow between Agile CRM and OCR Space (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OCR Space + Agile CRM + Google Sheets: When a document is processed by OCR Space, the extracted data is used to update a contact in Agile CRM. The updated contact details are then logged in a Google Sheet for record-keeping and analysis.
OCR Space + Agile CRM + Slack: After OCR Space processes a document, the extracted information updates a contact in Agile CRM. Following the update, a notification is sent to a designated Slack channel to inform the sales team of the contact update.
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 β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About OCR Space
Need to extract text from images or PDFs? Use OCR Space in Latenode to automatically process documents and integrate the data into your workflows. Automate invoice processing, data entry, or compliance checks. Latenode adds flexible logic, file parsing, and destinations to your OCR results, scaling beyond single-document processing.
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How can I connect my Agile CRM account to OCR Space using Latenode?
To connect your Agile CRM account to OCR Space on Latenode, follow these steps:
Can I automatically update Agile CRM contacts from scanned business cards?
Yes, you can! Latenode lets you automate this using OCR Space to extract data, then update Agile CRM via our visual editor. Benefit: save time and ensure accurate contact entry.
What types of tasks can I perform by integrating Agile CRM with OCR Space?
Integrating Agile CRM with OCR Space allows you to perform various tasks, including:
Can I use JavaScript to transform data between Agile CRM and OCR Space?
Yes! Latenode enables custom JavaScript functions to transform and map data, offering unparalleled control over your Agile CRM and OCR Space integration.
Are there any limitations to the Agile CRM and OCR Space integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: