ConvertAPI and NoCRM Integration

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Automatically convert documents to PDFs with ConvertAPI and attach them to new NoCRM leads. Latenode’s visual editor simplifies complex workflows, while affordable execution-based pricing makes scaling your document automation budget-friendly.

Swap Apps

ConvertAPI

NoCRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ConvertAPI and NoCRM

Create a New Scenario to Connect ConvertAPI 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 ConvertAPI, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertAPI or NoCRM will be your first step. To do this, click "Choose an app," find ConvertAPI or NoCRM, 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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ConvertAPI

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Connect ConvertAPI

Sign In

Run node once

Add the NoCRM Node

Next, click the plus (+) icon on the ConvertAPI 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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ConvertAPI

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NoCRM

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.

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ConvertAPI

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NoCRM

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Connect NoCRM

Sign In

Run node once

Configure the ConvertAPI 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.

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Select an action *

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The action ID

Run node once

Set Up the ConvertAPI 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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Webhook response

Save and Activate the Scenario

After configuring ConvertAPI, 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 ConvertAPI and NoCRM integration works as expected. Depending on your setup, data should flow between ConvertAPI 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 ConvertAPI and NoCRM

ConvertAPI + NoCRM + Google Sheets: When a new lead is created in NoCRM, a document is converted using ConvertAPI, and the details are logged in a Google Sheet for tracking and reporting.

NoCRM + ConvertAPI + Slack: When a lead's status changes in NoCRM to 'Won,' the associated quote is converted to a PDF using ConvertAPI, and the PDF is then shared in a designated Slack channel.

ConvertAPI and NoCRM 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 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.

See how Latenode works

FAQ ConvertAPI and NoCRM

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

To connect your ConvertAPI account to NoCRM 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 NoCRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update NoCRM leads after PDF conversion?

Yes, you can! Latenode's visual editor makes this simple. Automatically update lead details in NoCRM whenever a new PDF is converted via ConvertAPI, keeping your sales data current.

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

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

  • Automatically create NoCRM leads from converted documents.
  • Update lead details in NoCRM when a contract is successfully converted.
  • Send converted files to NoCRM as attachments to lead activities.
  • Trigger document conversion via ConvertAPI upon a new lead creation.
  • Archive converted documents within NoCRM for future reference.

Can I use custom JavaScript code to transform ConvertAPI data?

Yes, Latenode allows you to use JavaScript to transform ConvertAPI data before sending it to NoCRM, offering unmatched flexibility.

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

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

  • Complex document conversions may require careful configuration.
  • Large volumes of conversions may impact workflow execution time.
  • Custom field mapping requires precise matching between apps.

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