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How to connect AITable and Cloze
Create a New Scenario to Connect AITable 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 AITable, triggered by another scenario, or executed manually (for testing purposes). In most cases, AITable or Cloze will be your first step. To do this, click "Choose an app," find AITable or Cloze, and select the appropriate trigger to start the scenario.
Add the AITable Node
Select the AITable node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the AITable 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 AITable 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 AITable 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring AITable, 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 AITable and Cloze integration works as expected. Depending on your setup, data should flow between AITable 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 AITable and Cloze
AITable + Cloze + Slack: When a new lead is added to AITable, a new contact is created in Cloze. Then, a notification is sent to a designated Slack channel to alert the sales team about the new lead.
Cloze + AITable + Google Sheets: When a deal stage is updated in Cloze, the corresponding record in AITable is updated to reflect the change. Finally, a new row is added to a Google Sheet to log the deal stage change for reporting purposes.
AITable and Cloze integration alternatives
About AITable
Manage project data in AITable and sync it with Latenode for powerful automation. Update databases, trigger notifications, or generate reports based on AITable changes. Latenode adds logic and integrations, creating workflows that AITable alone can't provide. Scale custom apps with ease, paying only for execution time.
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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 AITable and Cloze
How can I connect my AITable account to Cloze using Latenode?
To connect your AITable account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AITable and click on "Connect".
- Authenticate your AITable and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from new AITable records?
Yes, you can! Latenode allows real-time updates to Cloze when new entries appear in AITable, ensuring your contact data is always current. Use advanced no-code logic to handle complex data transformations.
What types of tasks can I perform by integrating AITable with Cloze?
Integrating AITable with Cloze allows you to perform various tasks, including:
- Create new Cloze contacts from new AITable records automatically.
- Update existing Cloze contacts with data from AITable.
- Trigger Cloze activities when AITable records meet specific criteria.
- Sync AITable data with Cloze custom fields for detailed reporting.
- Send personalized email campaigns via Cloze based on AITable segments.
Can I use JavaScript to customize data transformations in the integration?
Yes! Latenode allows you to use JavaScript to customize data transformations, giving you precise control over data flows between AITable and Cloze.
Are there any limitations to the AITable and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large data volumes might require optimization for efficient processing.
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time updates depend on the API limits of both AITable and Cloze.
