NoCRM and Slack bot Integration

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Automate lead updates: instantly notify your sales team in a Slack bot channel when NoCRM deal stages change. Latenode's visual editor and affordable execution pricing make custom notifications and complex logic easy, even at scale, offering unparalleled flexibility.

Swap Apps

NoCRM

Slack bot

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and Slack bot

Create a New Scenario to Connect NoCRM and Slack bot

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 Slack bot will be your first step. To do this, click "Choose an app," find NoCRM or Slack bot, 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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Connect NoCRM

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Run node once

Add the Slack bot Node

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

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NoCRM

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Slack bot

Authenticate Slack bot

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

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Connect Slack bot

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Configure the NoCRM and Slack bot 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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Connect Slack bot

Slack bot 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 Slack bot 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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Webhook response

Save and Activate the Scenario

After configuring NoCRM, Slack bot, 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 Slack bot integration works as expected. Depending on your setup, data should flow between NoCRM and Slack bot (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 Slack bot

NoCRM + Google Sheets + Slack bot: When a new lead is created in NoCRM, its details are added to a Google Sheet. A welcome message is then sent to the lead via a Slack bot.

Slack bot + NoCRM + Google Calendar: When a user interacts with a Slack bot and initiates a client interaction, schedule a follow-up call in Google Calendar and log an activity in NoCRM.

NoCRM and Slack bot 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 Slack bot

Use Slack bot within Latenode to automate notifications and actions based on real-time triggers. Update databases, post alerts, or start complex workflows directly from Slack commands. Latenode lets you visually build and scale these interactions without code, adding custom logic and connecting to any API with ease.

See how Latenode works

FAQ NoCRM and Slack bot

How can I connect my NoCRM account to Slack bot using Latenode?

To connect your NoCRM account to Slack bot 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 Slack bot accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I get notified in Slack when a lead reaches a specific stage?

Yes, you can! Latenode allows you to trigger Slack notifications based on NoCRM lead status changes. Automate real-time alerts and improve team coordination when deals progress.

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

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

  • Send Slack notifications for new NoCRM leads.
  • Post deal updates to a specific Slack channel.
  • Create NoCRM leads directly from Slack commands.
  • Share daily sales summaries in Slack.
  • Alert the team when a deal closes successfully.

How can I customize lead notifications from NoCRM in Slack?

Latenode lets you fully customize Slack messages using NoCRM data. Use our JavaScript block for advanced formatting and personalized alerts.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • NoCRM API rate limits may affect high-volume workflows.
  • Attachments from NoCRM notes aren't directly supported in Slack.

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