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How to connect Contacts+ and 7todos
Create a New Scenario to Connect Contacts+ and 7todos
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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or 7todos will be your first step. To do this, click "Choose an app," find Contacts+ or 7todos, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the 7todos Node
Next, click the plus (+) icon on the Contacts+ node, select 7todos from the list of available apps, and choose the action you need from the list of nodes within 7todos.
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Authenticate 7todos
Now, click the 7todos node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 7todos settings. Authentication allows you to use 7todos through Latenode.
Configure the Contacts+ and 7todos 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 Contacts+ and 7todos 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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7todos
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Contacts+, 7todos, 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 Contacts+ and 7todos integration works as expected. Depending on your setup, data should flow between Contacts+ and 7todos (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Contacts+ and 7todos
Contacts+ + 7todos + Google Calendar: When a new contact is added to Contacts+, a task is created in 7todos to follow up with the new contact. A Google Calendar event is then created to schedule the follow-up meeting.
7todos + Contacts+ + Slack: When a task is completed in 7todos, retrieve the associated contact from Contacts+ and send a notification to both the contact and the team via Slack.
Contacts+ and 7todos integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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About 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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FAQ Contacts+ and 7todos
How can I connect my Contacts+ account to 7todos using Latenode?
To connect your Contacts+ account to 7todos on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and 7todos accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create tasks from new contacts?
Yes, you can! Latenode allows you to automatically create tasks in 7todos whenever a new contact is added in Contacts+, ensuring no lead or follow-up opportunity is missed. Automate lead management efficiently.
What types of tasks can I perform by integrating Contacts+ with 7todos?
Integrating Contacts+ with 7todos allows you to perform various tasks, including:
- Create a new 7todos task when a new contact is added to Contacts+.
- Update 7todos tasks when contact details are changed in Contacts+.
- Automatically assign tasks in 7todos based on contact groups in Contacts+.
- Create Contacts+ contacts from new tasks created in 7todos.
- Trigger follow-up reminders in 7todos based on Contacts+ contact anniversaries.
Can I filter contacts before creating tasks from Contacts+ data?
Yes, you can use Latenode's filtering options to precisely select which Contacts+ entries trigger task creation in 7todos, maximizing efficiency.
Are there any limitations to the Contacts+ and 7todos integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time syncing depends on the API limits of Contacts+ and 7todos.
- Complex data transformations may require JavaScript knowledge.
- Custom fields in either app may need manual mapping.
