How to connect Instantly and Caspio
Create a New Scenario to Connect Instantly and Caspio
In the workspace, click the โCreate New Scenarioโ button.

Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Caspio will be your first step. To do this, click "Choose an app," find Instantly or Caspio, and select the appropriate trigger to start the scenario.

Add the Instantly Node
Select the Instantly node from the app selection panel on the right.

Instantly
Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Caspio Node
Next, click the plus (+) icon on the Instantly node, select Caspio from the list of available apps, and choose the action you need from the list of nodes within Caspio.

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

JavaScript
โ
AI Anthropic Claude 3
โ
Caspio
Trigger on Webhook
โ
Instantly
โ
โ
Iterator
โ
Webhook response
Save and Activate the Scenario
After configuring Instantly, Caspio, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Instantly and Caspio integration works as expected. Depending on your setup, data should flow between Instantly and Caspio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Caspio
Instantly + Caspio + Slack: When a new lead is created in Instantly, a new record is added to a Caspio database table. Then, a message is sent to a designated Slack channel to notify the team about the new lead.
Instantly + Caspio + Google Sheets: Log Instantly campaign stats in Caspio and update a Google Sheet to track performance, triggered when a new lead is created in Instantly. A record of the lead is added to a Caspio table, and the lead information is also added as a new row in a Google Sheet.
Instantly and Caspio integration alternatives
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 โ all without per-step pricing limits.
Similar apps
Related categories
About Caspio
Integrate Caspio's no-code database platform into Latenode to automate data-driven tasks. Create workflows that react to Caspio database changes. Automate updates across your systems or trigger alerts, without custom code. Use Latenode's visual editor and built-in tools to filter, transform, and route data from Caspio to other apps for complete workflow control.
Similar apps
Related categories
See how Latenode works
FAQ Instantly and Caspio
How can I connect my Instantly account to Caspio using Latenode?
To connect your Instantly account to Caspio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Caspio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Caspio tables with new Instantly leads?
Yes, you can! Latenode allows real-time data sync using visual workflows. This ensures your Caspio databases are always updated with the latest Instantly lead information, streamlining your data management.
What types of tasks can I perform by integrating Instantly with Caspio?
Integrating Instantly with Caspio allows you to perform various tasks, including:
- Automatically adding new Instantly leads to your Caspio database.
- Creating personalized follow-up sequences based on Caspio data.
- Triggering Instantly campaigns from specific Caspio database changes.
- Synchronizing contact information between Instantly and Caspio in real-time.
- Generating reports in Caspio based on Instantly campaign performance.
HowsecureistheInstantlyCaspiointegrationonLatenode?
Latenode uses advanced encryption and secure protocols to protect your data during Instantly and Caspio integration, ensuring the highest level of security.
Are there any limitations to the Instantly and Caspio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Instantly and Caspio may affect high-volume data transfers.
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API availability of both platforms.