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Create a New Scenario to Connect AI: Perplexity and NoCRM
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 AI: Perplexity, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI: Perplexity or NoCRM will be your first step. To do this, click "Choose an app," find AI: Perplexity or NoCRM, and select the appropriate trigger to start the scenario.
Add the AI: Perplexity Node
Select the AI: Perplexity node from the app selection panel on the right.
AI: Perplexity
Configure the AI: Perplexity
Click on the AI: Perplexity node to configure it. You can modify the AI: Perplexity URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the NoCRM Node
Next, click the plus (+) icon on the AI: Perplexity node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
AI: Perplexity
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NoCRM
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 AI: Perplexity 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 AI: Perplexity and NoCRM 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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NoCRM
Trigger on Webhook
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AI: Perplexity
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI: Perplexity, NoCRM, 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 AI: Perplexity and NoCRM integration works as expected. Depending on your setup, data should flow between AI: Perplexity and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Perplexity + NoCRM + Slack: When Perplexity identifies a lead, a new lead is created in NoCRM. Then, the sales team is notified in a Slack channel about the new lead.
NoCRM + Perplexity + Google Sheets: When a new lead is created in NoCRM, the lead information is added to a Google Sheets spreadsheet.
About AI: Perplexity
Integrate Perplexity AI in Latenode to automate research and content creation. Get instant, accurate answers and summaries inside your workflows. Use AI: Perplexity to enrich data, generate reports, or classify information. Automate complex tasks by combining AI results with other apps and logic in Latenode.
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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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How can I connect my AI: Perplexity account to NoCRM using Latenode?
To connect your AI: Perplexity account to NoCRM on Latenode, follow these steps:
Can I enrich NoCRM leads with AI: Perplexity research?
Yes, you can! Latenode lets you automate lead enrichment, using AI: Perplexity to gather info and update NoCRM, saving hours and improving lead quality.
What types of tasks can I perform by integrating AI: Perplexity with NoCRM?
Integrating AI: Perplexity with NoCRM allows you to perform various tasks, including:
What AI: Perplexity models can I use within Latenode workflows?
Latenode supports all AI: Perplexity models accessible via API. Easily integrate them with a visual interface or custom code.
Are there any limitations to the AI: Perplexity and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: