NoCRM and Softr Integration

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Automatically update your Softr website with new leads from NoCRM using Latenode’s visual editor. Build complex logic with JavaScript, reduce costs with execution-based pricing, and keep your team aligned with version tracking.

Swap Apps

NoCRM

Softr

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and Softr

Create a New Scenario to Connect NoCRM and Softr

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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Softr will be your first step. To do this, click "Choose an app," find NoCRM or Softr, 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

Run node once

Add the Softr Node

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

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NoCRM

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Softr

Authenticate Softr

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

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NoCRM

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Softr

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#2 Softr

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Connection *

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Connect Softr

Sign In

Run node once

Configure the NoCRM and Softr 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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Softr Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the NoCRM and Softr 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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Webhook response

Save and Activate the Scenario

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

NoCRM + Softr + Slack: When a deal's status changes in NoCRM, this automation updates the corresponding customer's status in Softr and sends a congratulatory message in Slack.

Softr + NoCRM + Google Sheets: When a new user is created in Softr, this automation adds the new user as a lead in NoCRM and then records the lead's information in a Google Sheet for reporting purposes.

NoCRM and Softr 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 Softr

Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.

See how Latenode works

FAQ NoCRM and Softr

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

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

Can I update Softr records when a NoCRM lead converts?

Yes, you can! Latenode's visual editor simplifies creating this automation. Trigger updates in Softr whenever a lead status changes in NoCRM, keeping your data synchronized in real time.

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

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

  • Create new Softr users from won NoCRM leads automatically.
  • Update Softr database items when NoCRM deal stages change.
  • Send personalized welcome messages via Softr after lead creation.
  • Sync NoCRM contact details with Softr customer profiles.
  • Track sales performance in Softr based on NoCRM data.

Can I use custom JavaScript code with my NoCRM Softr integration?

Yes! Latenode allows adding custom JavaScript for complex data transformations, giving you unparalleled control over your NoCRM and Softr automations.

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

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

  • Initial setup requires admin access to both NoCRM and Softr.
  • Complex workflows with numerous steps may impact execution time.
  • Real-time updates depend on the API rate limits of NoCRM and Softr.

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