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Enrich Cloze contacts using AI: Perplexity to summarize research on prospects. Latenode's visual editor makes it easier to integrate custom logic and scale lead enrichment affordably.
Connect AI: Perplexity and Cloze in minutes with Latenode.
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Create a New Scenario to Connect AI: Perplexity and Cloze
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI: Perplexity, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI: Perplexity or Cloze will be your first step. To do this, click "Choose an app," find AI: Perplexity or Cloze, and select the appropriate trigger to start the scenario.
Add the AI: Perplexity Node
Select the AI: Perplexity node from the app selection panel on the right.
AI: Perplexity
Configure the AI: Perplexity
Click on the AI: Perplexity node to configure it. You can modify the AI: Perplexity URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Cloze Node
Next, click the plus (+) icon on the AI: Perplexity node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
AI: Perplexity
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Cloze
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 AI: Perplexity 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 AI: Perplexity and Cloze 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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Cloze
Trigger on Webhook
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AI: Perplexity
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI: Perplexity, Cloze, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the AI: Perplexity and Cloze integration works as expected. Depending on your setup, data should flow between AI: Perplexity and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Perplexity + Cloze + Google Sheets: When a research query is performed in Perplexity (this action is not available), the result's summary is saved as a note in Cloze, and the details are logged into a Google Sheets spreadsheet for record-keeping and analysis.
Cloze + Perplexity + Slack: When a new lead is added to Cloze, the information is used to generate a summary using Perplexity. This summary is then posted to a designated Slack channel for the team to review.
About AI: Perplexity
Integrate Perplexity AI in Latenode to automate research and content creation. Get instant, accurate answers and summaries inside your workflows. Use AI: Perplexity to enrich data, generate reports, or classify information. Automate complex tasks by combining AI results with other apps and logic in Latenode.
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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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How can I connect my AI: Perplexity account to Cloze using Latenode?
To connect your AI: Perplexity account to Cloze on Latenode, follow these steps:
Can I automatically update Cloze contacts with insights from AI: Perplexity?
Yes, you can! Latenode's advanced logic allows you to enrich Cloze contacts with AI: Perplexity summaries, ensuring your team has context for informed outreach.
What types of tasks can I perform by integrating AI: Perplexity with Cloze?
Integrating AI: Perplexity with Cloze allows you to perform various tasks, including:
How secure is the AI: Perplexity integration on Latenode?
Latenode uses secure authentication and encryption to protect your AI: Perplexity and Cloze data during integration and workflow execution.
Are there any limitations to the AI: Perplexity and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: