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How to connect Knack and Instantly
Create a New Scenario to Connect Knack and Instantly
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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Instantly will be your first step. To do this, click "Choose an app," find Knack or Instantly, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the Instantly Node
Next, click the plus (+) icon on the Knack node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Knack and Instantly 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 Knack and Instantly 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 Knack, Instantly, 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 Knack and Instantly integration works as expected. Depending on your setup, data should flow between Knack and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Knack and Instantly
Knack + Instantly + Google Sheets: When a new lead is captured in Knack, their information is sent to Instantly to create a lead. The lead details are then logged in a Google Sheet for tracking and reporting.
Instantly + Knack + Slack: When Instantly generates a new lead, the lead's information is added to a Knack database as a new record. Subsequently, a notification is sent to a designated Slack channel to inform the sales team about the new lead.
Knack and Instantly integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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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See how Latenode works
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FAQ Knack and Instantly
How can I connect my Knack account to Instantly using Latenode?
To connect your Knack account to Instantly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead capture from Knack to Instantly campaigns?
Yes, you can! Latenode allows instant data transfer, triggering personalized Instantly campaigns directly from Knack submissions, enhancing engagement with zero coding.
What types of tasks can I perform by integrating Knack with Instantly?
Integrating Knack with Instantly allows you to perform various tasks, including:
- Automatically adding new Knack leads to Instantly campaigns.
- Updating Instantly contact properties from Knack database changes.
- Triggering personalized email sequences based on Knack data entries.
- Creating new Instantly contacts from submitted Knack forms.
- Syncing contact details bidirectionally between Knack and Instantly.
Can I filter Knack records before sending them to Instantly?
Yes, Latenode offers robust filtering. Use conditions based on any Knack field to ensure only relevant data reaches Instantly, optimizing campaign targeting.
Are there any limitations to the Knack and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of Knack and Instantly APIs apply.
- Complex data transformations might require JavaScript nodes.
- Large data volumes can impact workflow execution time.
