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Create a New Scenario to Connect Contacts+ and AI Agent
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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or AI Agent will be your first step. To do this, click "Choose an app," find Contacts+ or AI Agent, 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.
Contacts+
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 AI Agent Node
Next, click the plus (+) icon on the Contacts+ node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
Contacts+
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AI Agent
Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Contacts+ and AI Agent 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 AI Agent 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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AI Agent
Trigger on Webhook
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Contacts+
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Contacts+, AI Agent, 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 Contacts+ and AI Agent integration works as expected. Depending on your setup, data should flow between Contacts+ and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Contacts+ + AI Agent + Slack: When a new contact is added in Contacts+, an AI Agent summarizes the contact's information. The summary is then sent to a dedicated Slack channel.
Contacts+ + AI Agent + Google Sheets: When a contact is updated in Contacts+, an AI Agent enriches the contact data. The enriched data is then saved to a Google Sheet for analysis.
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 AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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How can I connect my Contacts+ account to AI Agent using Latenode?
To connect your Contacts+ account to AI Agent on Latenode, follow these steps:
Can I automatically enrich contact details with AI?
Yes! Use Latenode to trigger AI Agent whenever a new contact is added in Contacts+. Enrich data, improve segmentation, and personalize outreach, all with no code.
What types of tasks can I perform by integrating Contacts+ with AI Agent?
Integrating Contacts+ with AI Agent allows you to perform various tasks, including:
Can Latenode handle large Contacts+ data imports efficiently?
Yes, Latenode's architecture is designed for scalability, easily handling large data volumes from Contacts+ using efficient batch processing.
Are there any limitations to the Contacts+ and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: