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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.
Swap Apps
Ontraport
ConvertAPI
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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.
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.
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.
Ontraport
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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.
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.
Set Up the Ontraport and ConvertAPI Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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ConvertAPI
Trigger on Webhook
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Ontraport
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Iterator
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Webhook response
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.
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.
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.
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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.
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How can I connect my Ontraport account to ConvertAPI using Latenode?
To connect your Ontraport account to ConvertAPI on Latenode, follow these steps:
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:
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: