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Automate lead nurturing: Instantly enriches leads, then ConvertAPI creates personalized PDFs. Latenode’s visual editor and affordable execution pricing make scaling these customer journeys seamless. Add custom logic using JavaScript to personalize even further.
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ConvertAPI
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Create a New Scenario to Connect Instantly and ConvertAPI
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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or ConvertAPI will be your first step. To do this, click "Choose an app," find Instantly or ConvertAPI, 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 ConvertAPI Node
Next, click the plus (+) icon on the Instantly node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.
Instantly
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ConvertAPI
Authenticate ConvertAPI
Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.
Configure the Instantly and ConvertAPI 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 ConvertAPI Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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ConvertAPI
Trigger on Webhook
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Instantly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Instantly, ConvertAPI, 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 Instantly and ConvertAPI integration works as expected. Depending on your setup, data should flow between Instantly and ConvertAPI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instantly + ConvertAPI + Google Drive: When a new lead is created in Instantly, convert a specified file (e.g., a welcome kit) using ConvertAPI and save the converted document to a designated folder in Google Drive.
Instantly + ConvertAPI + Slack: Monitors ConvertAPI for failed file conversions initiated by Instantly. When a conversion fails, a notification with details about the failure is sent to a specific Slack channel to alert the team.
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.
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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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How can I connect my Instantly account to ConvertAPI using Latenode?
To connect your Instantly account to ConvertAPI on Latenode, follow these steps:
Can I automatically convert email attachments from Instantly leads to PDF?
Yes, using Latenode, you can. Automate file conversions using ConvertAPI triggered by new leads in Instantly. This streamlines your workflow & centralizes document management instantly.
What types of tasks can I perform by integrating Instantly with ConvertAPI?
Integrating Instantly with ConvertAPI allows you to perform various tasks, including:
Can I use JavaScript to manipulate Instantly data before converting it?
Yes, Latenode allows you to use JavaScript code blocks to transform data from Instantly before processing with ConvertAPI.
Are there any limitations to the Instantly and ConvertAPI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: