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How to connect AITable and WhatConverts
Create a New Scenario to Connect AITable and WhatConverts
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 AITable, triggered by another scenario, or executed manually (for testing purposes). In most cases, AITable or WhatConverts will be your first step. To do this, click "Choose an app," find AITable or WhatConverts, and select the appropriate trigger to start the scenario.
Add the AITable Node
Select the AITable node from the app selection panel on the right.
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Add the WhatConverts Node
Next, click the plus (+) icon on the AITable node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.
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Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the AITable and WhatConverts 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 AITable and WhatConverts 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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WhatConverts
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Trigger on Webhook
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Save and Activate the Scenario
After configuring AITable, WhatConverts, 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 AITable and WhatConverts integration works as expected. Depending on your setup, data should flow between AITable and WhatConverts (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AITable and WhatConverts
WhatConverts + AITable + Slack: When a new lead is registered in WhatConverts, the lead's information is added as a new record in AITable. A notification is then sent to a designated Slack channel to alert the sales team of the new lead.
WhatConverts + AITable + Google Sheets: When a new call is logged in WhatConverts, the relevant data is used to update existing lead details in AITable. Finally, weekly reports summarizing the call data are added to a Google Sheet.
AITable and WhatConverts integration alternatives
About AITable
Manage project data in AITable and sync it with Latenode for powerful automation. Update databases, trigger notifications, or generate reports based on AITable changes. Latenode adds logic and integrations, creating workflows that AITable alone can't provide. Scale custom apps with ease, paying only for execution time.
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About WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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See how Latenode works
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FAQ AITable and WhatConverts
How can I connect my AITable account to WhatConverts using Latenode?
To connect your AITable account to WhatConverts on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AITable and click on "Connect".
- Authenticate your AITable and WhatConverts accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track leads from WhatConverts in AITable?
Yes, you can! With Latenode, automatically sync new WhatConverts leads directly into your AITable database for streamlined sales and marketing analysis, leveraging custom JavaScript transformations.
What types of tasks can I perform by integrating AITable with WhatConverts?
Integrating AITable with WhatConverts allows you to perform various tasks, including:
- Automatically creating new AITable records from WhatConverts leads.
- Updating AITable records with call tracking data from WhatConverts.
- Analyzing marketing campaign performance using AITable reports.
- Triggering email sequences based on lead data in WhatConverts.
- Creating custom dashboards visualizing conversion metrics from both platforms.
What AITable features can I automate using Latenode?
Latenode lets you automate record creation, updates, data analysis, and custom notifications using AITable's API, enhanced by AI and scheduling.
Are there any limitations to the AITable and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may require manual configuration for complex datasets.
- Real-time updates are subject to the API limits of both AITable and WhatConverts.
- Custom JavaScript code might be needed for advanced data transformations.
