Ontraport and ConvertAPI Integration

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Automatically convert leads’ content into accessible PDFs within Ontraport using ConvertAPI. Latenode’s visual editor and affordable pricing let you automate document delivery without complex coding or per-step fees, streamlining your sales funnel.

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Ontraport

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ontraport and ConvertAPI

Create a New Scenario to Connect Ontraport and ConvertAPI

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

Add the Ontraport Node

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

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Ontraport

Configure the Ontraport

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

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Ontraport

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Connect Ontraport

Sign In

Run node once

Add the ConvertAPI Node

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

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ConvertAPI

Authenticate ConvertAPI

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

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Ontraport

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ConvertAPI

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Connect ConvertAPI

Sign In

Run node once

Configure the Ontraport and ConvertAPI 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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Select an action *

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The action ID

Run node once

Set Up the Ontraport and ConvertAPI 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 Ontraport, ConvertAPI, 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 Ontraport and ConvertAPI integration works as expected. Depending on your setup, data should flow between Ontraport and ConvertAPI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Ontraport and ConvertAPI

Ontraport + ConvertAPI + Google Drive: When a new contact is created in Ontraport, convert a specified document using ConvertAPI to PDF format and save the PDF in Google Drive.

ConvertAPI + Ontraport + Slack: When a file is converted via ConvertAPI, check if there's a new contact in Ontraport. If a new contact exists, send a notification to a Slack channel about the converted document and the new contact.

Ontraport and ConvertAPI integration alternatives

About Ontraport

Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.

About ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

See how Latenode works

FAQ Ontraport and ConvertAPI

How can I connect my Ontraport account to ConvertAPI using Latenode?

To connect your Ontraport account to ConvertAPI on Latenode, follow these steps:

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

Can I automatically convert new Ontraport contact documents to PDF?

Yes, you can! Latenode allows you to automate this, triggering ConvertAPI whenever a new contact is added in Ontraport. Benefit from streamlined document management and personalized communication.

What types of tasks can I perform by integrating Ontraport with ConvertAPI?

Integrating Ontraport with ConvertAPI allows you to perform various tasks, including:

  • Automatically converting newly uploaded contact files to a specific format.
  • Creating personalized PDF reports from Ontraport data and sending them out.
  • Generating watermarked documents based on contact information in Ontraport.
  • Converting marketing materials for email campaigns based on contact tags.
  • Archiving Ontraport contact documents into a single searchable PDF file.

Can I use JavaScript code to customize Ontraport data transformations?

Yes! Latenode allows full JavaScript code blocks, letting you manipulate Ontraport data before converting it via ConvertAPI for advanced customization.

Are there any limitations to the Ontraport and ConvertAPI integration on Latenode?

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

  • Complex document conversions might require significant processing time.
  • The number of conversions depends on your ConvertAPI plan limitations.
  • Advanced Ontraport data structures might need custom JavaScript parsing.

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