NoCRM and Beamer Integration

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Automatically announce NoCRM deal closings in Beamer. Latenode's visual editor makes complex notifications easy to customize and scale, plus its usage-based pricing keeps costs down as your business grows.

Swap Apps

NoCRM

Beamer

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and Beamer

Create a New Scenario to Connect NoCRM and Beamer

In the workspace, click the β€œCreate 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Beamer will be your first step. To do this, click "Choose an app," find NoCRM or Beamer, and select the appropriate trigger to start the scenario.

Add the NoCRM Node

Select the NoCRM node from the app selection panel on the right.

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NoCRM

Configure the NoCRM

Click on the NoCRM node to configure it. You can modify the NoCRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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NoCRM

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Connect NoCRM

Sign In
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Run node once

Add the Beamer Node

Next, click the plus (+) icon on the NoCRM node, select Beamer from the list of available apps, and choose the action you need from the list of nodes within Beamer.

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Beamer

Authenticate Beamer

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

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Beamer

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Run node once

Configure the NoCRM and Beamer Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Beamer Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the NoCRM and Beamer 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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Save and Activate the Scenario

After configuring NoCRM, Beamer, 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 β€œRun once” and triggering an event to check if the NoCRM and Beamer integration works as expected. Depending on your setup, data should flow between NoCRM and Beamer (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect NoCRM and Beamer

NoCRM + Beamer + Slack: When a deal is won in NoCRM, a new post is created in Beamer to announce the success. A message is then sent to a designated Slack channel to notify the sales team.

Beamer + NoCRM + Google Sheets: When a new update is posted on Beamer, a task is created in NoCRM to follow up on potential leads. Details of this task are also logged in a Google Sheet for tracking and reporting.

NoCRM and Beamer integration alternatives

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.

About Beamer

Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.

See how Latenode works

FAQ NoCRM and Beamer

How can I connect my NoCRM account to Beamer using Latenode?

To connect your NoCRM account to Beamer on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select NoCRM and click on "Connect".
  • Authenticate your NoCRM and Beamer accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically announce new NoCRM leads in Beamer?

Yes, you can! Latenode allows real-time lead announcements in Beamer, triggered by new NoCRM entries. Keep your team updated automatically, enhancing responsiveness and collaboration.

What types of tasks can I perform by integrating NoCRM with Beamer?

Integrating NoCRM with Beamer allows you to perform various tasks, including:

  • Automatically announcing new qualified leads from NoCRM in Beamer.
  • Posting Beamer updates when a NoCRM deal reaches a specific stage.
  • Creating targeted Beamer notifications based on NoCRM customer segments.
  • Sending personalized welcome messages in Beamer to new NoCRM users.
  • Syncing NoCRM data to trigger product updates in Beamer.

How secure is my NoCRM data when using Latenode integration?

Latenode employs advanced encryption and secure data handling protocols to protect your NoCRM data during integration and workflow execution.

Are there any limitations to the NoCRM and Beamer integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex NoCRM data structures might require custom JavaScript transformations.
  • Beamer's API rate limits may affect high-volume notification scenarios.
  • Initial setup requires admin access to both NoCRM and Beamer.

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