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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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In the workspace, click the βCreate New Scenarioβ button.

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 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.

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

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.
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.

ConvertAPI
β
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.
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Use various Latenode nodes to transform data and enhance your integration:

JavaScript
β
AI Anthropic Claude 3
β
Streak
Trigger on Webhook
β
ConvertAPI
β
β
Iterator
β
Webhook response
After configuring ConvertAPI, Streak, 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.
Run the scenario by clicking βRun onceβ 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.
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.
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.
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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.
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How can I connect my ConvertAPI account to Streak using Latenode?
To connect your ConvertAPI account to Streak on Latenode, follow these steps:
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:
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: