ConvertAPI and Streak Integration

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Automatically convert documents to PDF using ConvertAPI and attach them to relevant Streak contacts. Latenode's visual editor simplifies complex automation logic, while affordable execution-based pricing optimizes costs for document workflows.

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ConvertAPI

Streak

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ConvertAPI and Streak

Create a New Scenario to Connect ConvertAPI and Streak

In the workspace, click the β€œCreate 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 Streak will be your first step. To do this, click "Choose an app," find ConvertAPI or Streak, 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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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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Run node once

Add the Streak Node

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

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Authenticate Streak

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

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Configure the ConvertAPI and Streak 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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Set Up the ConvertAPI and Streak 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, Streak, 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 β€œRun once” and triggering an event to check if the ConvertAPI and Streak integration works as expected. Depending on your setup, data should flow between ConvertAPI and Streak (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 Streak

Streak + ConvertAPI + Google Drive: When a deal reaches a specific stage in Streak, convert associated documents using ConvertAPI, and then archive the converted files to a designated folder in Google Drive.

Streak + ConvertAPI + Slack: When a new lead is added to Streak, a welcome kit is generated using ConvertAPI, and a notification is sent via Slack to the sales team, including a link to the generated welcome kit.

ConvertAPI and Streak 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 Streak

Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.

See how Latenode works

FAQ ConvertAPI and Streak

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

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

Can I automatically update Streak when a document is converted?

Yes, with Latenode! Automatically update Streak deals when ConvertAPI successfully converts a document. Streamline sales workflows with real-time deal data, powered by Latenode's automation.

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

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

  • Automatically converting new lead documents to PDF and saving them to Streak.
  • Updating Streak deal stages based on successful document conversions.
  • Creating new Streak contacts from converted form submissions.
  • Adding converted contracts to Streak deals as attachments.
  • Sending email notifications via Streak after document conversion.

HowsecureistheConvertAPIintegrationwithStreakonLatenode?

Latenode employs robust security measures, including encryption, to ensure your ConvertAPI and Streak data are securely transferred and stored.

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

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

  • Complex document conversions may require advanced ConvertAPI configurations.
  • Streak API rate limits can impact high-volume data transfers.
  • The integration is limited by the available features of ConvertAPI and Streak APIs.

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