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How to connect 7todos and Cloze
Create a New Scenario to Connect 7todos and Cloze
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 7todos, triggered by another scenario, or executed manually (for testing purposes). In most cases, 7todos or Cloze will be your first step. To do this, click "Choose an app," find 7todos or Cloze, and select the appropriate trigger to start the scenario.
Add the 7todos Node
Select the 7todos node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the 7todos node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
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Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the 7todos and Cloze 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 7todos and Cloze 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 7todos, Cloze, 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 7todos and Cloze integration works as expected. Depending on your setup, data should flow between 7todos and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect 7todos and Cloze
7todos + Cloze + Slack: When a task is created or updated in 7todos, update the person's record in Cloze. Then, send a notification to a Slack channel informing the team of the update.
Cloze + 7todos + Google Calendar: When a new person is added to Cloze, create a follow-up task in 7todos. Simultaneously, create a reminder event in Google Calendar to ensure timely follow-up.
7todos and Cloze integration alternatives
About 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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FAQ 7todos and Cloze
How can I connect my 7todos account to Cloze using Latenode?
To connect your 7todos account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select 7todos and click on "Connect".
- Authenticate your 7todos and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to 7todos as tasks?
Yes, you can! Latenode's flexible logic lets you automatically create 7todos tasks from new Cloze contacts, ensuring seamless sales follow-up. Boost productivity by centralizing your workflow.
What types of tasks can I perform by integrating 7todos with Cloze?
Integrating 7todos with Cloze allows you to perform various tasks, including:
- Create new 7todos tasks when a new deal reaches a certain stage in Cloze.
- Update 7todos tasks with notes and updates from Cloze activity.
- Generate Cloze contacts from completed 7todos tasks.
- Send email reminders via Cloze when a 7todos task is due.
- Track project progress in 7todos based on Cloze deal outcomes.
How secure is my 7todos data when using Latenode integrations?
Latenode uses industry-standard encryption and security protocols to protect your data during the integration process, ensuring the safety of your information.
Are there any limitations to the 7todos and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- The number of tasks created per month may be limited by your Latenode plan.
- Advanced filtering options might require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both 7todos and Cloze.
