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How to connect Instantly and Tools
Create a New Scenario to Connect Instantly and Tools
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 Tools will be your first step. To do this, click "Choose an app," find Instantly or Tools, 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.
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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 Tools Node
Next, click the plus (+) icon on the Instantly node, select Tools from the list of available apps, and choose the action you need from the list of nodes within Tools.
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Authenticate Tools
Now, click the Tools node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tools settings. Authentication allows you to use Tools through Latenode.
Configure the Instantly and Tools 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 Tools 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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Save and Activate the Scenario
After configuring Instantly, Tools, 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 Tools integration works as expected. Depending on your setup, data should flow between Instantly and Tools (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 Tools
Instantly + Tools + Slack: When a new lead is created in Instantly, a task is created in Tools to follow up. A notification is sent to a Slack channel to alert the sales team.
Tools + Instantly + Google Sheets: When a task is completed (assumed completion tracked externally, triggering the flow), the prospect's status is updated in Instantly and the completion is logged in Google Sheets.
Instantly and Tools 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 — all without per-step pricing limits.
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About Tools
Use Tools inside Latenode to automate tasks that lack native integrations. Control applications via UI automation, extract data from complex websites, and then pipe the results into other services. Add custom logic with JavaScript for precise control, scaling processes affordably with Latenode's usage-based pricing.
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FAQ Instantly and Tools
How can I connect my Instantly account to Tools using Latenode?
To connect your Instantly account to Tools 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 Tools accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update lead info from Instantly into Tools?
Yes, you can! Latenode's visual editor lets you map Instantly data directly into Tools, ensuring your lead information is always up-to-date and actionable.
What types of tasks can I perform by integrating Instantly with Tools?
Integrating Instantly with Tools allows you to perform various tasks, including:
- Automatically adding new Instantly leads as contacts in Tools.
- Triggering email sequences in Instantly based on Tools deal stages.
- Creating tasks in Tools for new Instantly campaign responses.
- Updating lead scores in Instantly based on Tools activity.
- Generating reports in Tools from Instantly campaign data.
What Instantly trigger options are available inside Latenode?
Latenode offers triggers for new leads, campaign events, and custom webhooks from Instantly, allowing for real-time automation.
Are there any limitations to the Instantly and Tools integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Data transfer is limited by the API call limits of Instantly and Tools.
- Complex data transformations may require JavaScript coding within Latenode.
- Real-time synchronization depends on the webhook availability of each platform.
