ConvertAPI and Instantly Integration

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Automate lead nurturing: ConvertAPI transforms documents from Instantly outreach into optimized PDFs, then Latenode’s visual editor adds logic for personalized email sequences. Scale affordably, paying only for execution time.

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ConvertAPI

Instantly

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ConvertAPI and Instantly

Create a New Scenario to Connect ConvertAPI and Instantly

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 ConvertAPI, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertAPI or Instantly will be your first step. To do this, click "Choose an app," find ConvertAPI or Instantly, and select the appropriate trigger to start the scenario.

Add the ConvertAPI Node

Select the ConvertAPI node from the app selection panel on the right.

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ConvertAPI

Configure the ConvertAPI

Click on the ConvertAPI node to configure it. You can modify the ConvertAPI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect ConvertAPI

Sign In

Run node once

Add the Instantly Node

Next, click the plus (+) icon on the ConvertAPI node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.

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Authenticate Instantly

Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.

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Connect Instantly

Sign In

Run node once

Configure the ConvertAPI and Instantly Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the ConvertAPI and Instantly 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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Save and Activate the Scenario

After configuring ConvertAPI, Instantly, 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 ConvertAPI and Instantly integration works as expected. Depending on your setup, data should flow between ConvertAPI and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect ConvertAPI and Instantly

Instantly + ConvertAPI + Google Sheets: When a new lead is created in Instantly, ConvertAPI converts a predefined document (e.g., a welcome kit PDF). Then, the lead's information and a link to the converted document are added as a new row in Google Sheets.

Instantly + ConvertAPI + Slack: Monitors Instantly for new leads. If the lead fails to progress in a campaign and the failure is attributed to a corrupted document during a ConvertAPI conversion process, send an alert to a designated Slack channel.

ConvertAPI and Instantly integration alternatives

About ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

About Instantly

Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.

See how Latenode works

FAQ ConvertAPI and Instantly

How can I connect my ConvertAPI account to Instantly using Latenode?

To connect your ConvertAPI account to Instantly on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ConvertAPI and click on "Connect".
  • Authenticate your ConvertAPI and Instantly accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically send converted PDFs via Instantly campaigns?

Yes, you can! Latenode lets you create automated workflows to seamlessly convert files with ConvertAPI and then distribute them through Instantly, saving you time and manual effort.

What types of tasks can I perform by integrating ConvertAPI with Instantly?

Integrating ConvertAPI with Instantly allows you to perform various tasks, including:

  • Automatically convert documents to shareable formats for email campaigns.
  • Generate personalized PDFs and distribute them to leads via Instantly.
  • Convert captured form data into PDF reports for internal use.
  • Archive converted documents and send notifications using Instantly.
  • Automate document conversion triggered by new Instantly campaign events.

How secure is ConvertAPI integration within the Latenode platform?

Latenode employs robust security measures, including encrypted connections and secure data handling, ensuring the safety of your ConvertAPI data.

Are there any limitations to the ConvertAPI and Instantly integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • The number of conversions depends on your ConvertAPI subscription plan.
  • Large file conversions might take longer processing times.
  • Complex document layouts can sometimes affect conversion accuracy.

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