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How to connect NoCRM and Thankster
Create a New Scenario to Connect NoCRM and Thankster
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 Thankster will be your first step. To do this, click "Choose an app," find NoCRM or Thankster, 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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Add the Thankster Node
Next, click the plus (+) icon on the NoCRM node, select Thankster from the list of available apps, and choose the action you need from the list of nodes within Thankster.
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Authenticate Thankster
Now, click the Thankster node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Thankster settings. Authentication allows you to use Thankster through Latenode.
Configure the NoCRM and Thankster 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 NoCRM and Thankster 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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Thankster
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Trigger on Webhook
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Save and Activate the Scenario
After configuring NoCRM, Thankster, 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 Thankster integration works as expected. Depending on your setup, data should flow between NoCRM and Thankster (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 Thankster
NoCRM + Thankster + Slack: When a lead's status changes to 'Won' in NoCRM, a Thankster card is sent to the client. A celebratory message is then posted in a designated Slack channel.
Thankster + NoCRM + Google Sheets: When Thankster cards are sent, the automation logs the recipient details and send date in NoCRM, while also tracking card usage in a Google Sheet.
NoCRM and Thankster 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.
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About Thankster
Use Thankster in Latenode to automate personalized handwritten notes for customers. Trigger notes based on events like purchases or milestones. Enhance CRM workflows by adding a human touch. Latenode lets you manage Thankster requests at scale with no-code logic and custom integrations. Centralize and track all your personalized outreach.
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See how Latenode works
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FAQ NoCRM and Thankster
How can I connect my NoCRM account to Thankster using Latenode?
To connect your NoCRM account to Thankster 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 Thankster accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send thank-you notes after closing deals?
Yes, you can! Latenode lets you trigger personalized Thankster cards upon closing deals in NoCRM, automating gratitude and boosting customer loyalty effortlessly with no-code blocks.
What types of tasks can I perform by integrating NoCRM with Thankster?
Integrating NoCRM with Thankster allows you to perform various tasks, including:
- Automatically sending a Thankster card when a deal reaches a specific stage.
- Creating personalized handwritten notes based on NoCRM contact details.
- Triggering Thankster campaigns when new leads are added to NoCRM.
- Updating NoCRM with Thankster delivery confirmation statuses.
- Sending birthday cards to contacts extracted from NoCRM automatically.
How scalable is the NoCRM integration within Latenode workflows?
Latenode is built for scale! Handle thousands of NoCRM + Thankster tasks easily. Our architecture ensures consistent performance, even with high data volumes.
Are there any limitations to the NoCRM and Thankster integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic might require JavaScript for advanced customization.
- Handwritten card costs depend on Thankster's pricing plans.
- Initial setup requires familiarity with both NoCRM and Thankster APIs.
