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How to connect Knack and NoCRM
Create a New Scenario to Connect Knack and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find Knack or NoCRM, 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 NoCRM Node
Next, click the plus (+) icon on the Knack node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
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Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Knack and NoCRM 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 NoCRM 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, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between Knack and NoCRM (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 NoCRM
Knack + NoCRM + Slack: When a new record is created in Knack, a lead is created in NoCRM. A notification is then sent via Slack to the sales team.
NoCRM + Knack + Google Sheets: When a lead's status is changed in NoCRM to 'Won', the client details in Knack are updated, and a new row is added to Google Sheets to log the sale.
Knack and NoCRM 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 NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
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See how Latenode works
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FAQ Knack and NoCRM
How can I connect my Knack account to NoCRM using Latenode?
To connect your Knack account to NoCRM 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 NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create NoCRM leads from new Knack entries?
Yes, absolutely! Latenode automates lead creation, instantly syncing Knack entries to NoCRM. Eliminate manual data entry & ensure rapid follow-up, boosting sales efficiency.
What types of tasks can I perform by integrating Knack with NoCRM?
Integrating Knack with NoCRM allows you to perform various tasks, including:
- Creating new NoCRM leads from new Knack database entries.
- Updating NoCRM prospect information based on Knack data changes.
- Triggering Knack actions when a NoCRM deal reaches a certain stage.
- Syncing contact information between Knack and NoCRM accounts.
- Generating custom reports combining data from both Knack and NoCRM.
What Knack data triggers Latenode workflows effectively?
New or updated records in Knack are great triggers. Use Latenode's logic to filter and route data for streamlined NoCRM updates.
Are there any limitations to the Knack and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Very high data volumes can impact workflow execution time.
- Custom field mappings need careful setup for optimal data sync.
