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How to connect Avaza and NoCRM
Create a New Scenario to Connect Avaza and NoCRM
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 Avaza, triggered by another scenario, or executed manually (for testing purposes). In most cases, Avaza or NoCRM will be your first step. To do this, click "Choose an app," find Avaza or NoCRM, and select the appropriate trigger to start the scenario.
Add the Avaza Node
Select the Avaza node from the app selection panel on the right.
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Add the NoCRM Node
Next, click the plus (+) icon on the Avaza node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
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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 Avaza 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 Avaza and NoCRM 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Avaza, NoCRM, 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 Avaza and NoCRM integration works as expected. Depending on your setup, data should flow between Avaza and NoCRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Avaza and NoCRM
Avaza + NoCRM + Slack: When a project is completed in Avaza, a follow-up task is automatically created in NoCRM, and a notification is sent to the sales team in Slack to inform them about the new task.
NoCRM + Avaza + Google Calendar: When a deal is won in NoCRM, a project is created in Avaza, and a kick-off meeting is scheduled in Google Calendar to start the project.
Avaza and NoCRM integration alternatives
About Avaza
Automate project management with Avaza in Latenode. Create flows that sync tasks, track time, and manage expenses automatically. Use Latenode's visual editor to tailor Avaza workflows and connect them to other apps. Streamline reporting and billing cycles with no-code logic and custom scripts for efficient project oversight.
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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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See how Latenode works
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FAQ Avaza and NoCRM
How can I connect my Avaza account to NoCRM using Latenode?
To connect your Avaza account to NoCRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Avaza and click on "Connect".
- Authenticate your Avaza and NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Avaza projects from won NoCRM deals?
Yes, with Latenode you can! Automatically create projects in Avaza when a deal reaches a specific stage in NoCRM, streamlining project setup and saving time with our visual, scalable workflows.
What types of tasks can I perform by integrating Avaza with NoCRM?
Integrating Avaza with NoCRM allows you to perform various tasks, including:
- Creating Avaza tasks when a new deal is created in NoCRM.
- Updating Avaza project statuses based on NoCRM deal stages.
- Syncing contact information between Avaza and NoCRM.
- Generating invoices in Avaza from won opportunities in NoCRM.
- Sending notifications via email when a new project starts in Avaza.
How secure is my Avaza data when using the Latenode integration?
Latenode uses secure OAuth authentication and encrypts data in transit and at rest, ensuring that your Avaza data remains protected and private.
Are there any limitations to the Avaza and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time sync depends on API availability and rate limits for both apps.
- Historical data migration requires manual setup.
