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How to connect Alegra and Cloze
Create a New Scenario to Connect Alegra 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 Alegra, triggered by another scenario, or executed manually (for testing purposes). In most cases, Alegra or Cloze will be your first step. To do this, click "Choose an app," find Alegra or Cloze, and select the appropriate trigger to start the scenario.
Add the Alegra Node
Select the Alegra node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Alegra 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 Alegra 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 Alegra 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 Alegra, 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 Alegra and Cloze integration works as expected. Depending on your setup, data should flow between Alegra 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 Alegra and Cloze
Alegra + Cloze + Google Sheets: When a new contact is created in Alegra, it automatically creates or updates the person's information in Cloze. Then, Cloze adds a communication record to Google Sheets for tracking interactions.
Cloze + Alegra + Slack: When a person's information changes in Cloze, it updates the contact information in Alegra. Finally, a message is sent to a Slack channel to notify the team of the updated contact.
Alegra and Cloze integration alternatives
About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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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 Alegra and Cloze
How can I connect my Alegra account to Cloze using Latenode?
To connect your Alegra account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Alegra and click on "Connect".
- Authenticate your Alegra and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra invoices from new Cloze deals?
Yes, you can! Latenode's visual editor lets you automate invoice creation. Triggered by new Cloze deals, it streamlines billing and improves financial tracking.
What types of tasks can I perform by integrating Alegra with Cloze?
Integrating Alegra with Cloze allows you to perform various tasks, including:
- Create new Alegra contacts from new Cloze leads automatically.
- Update Alegra customer information when a Cloze contact is updated.
- Generate Cloze activities when a new invoice is created in Alegra.
- Send custom Slack notifications for large deals closed in Cloze using Alegra data.
- Sync product data from Alegra to Cloze to keep your sales team informed.
How does Latenode handle Alegra data security?
Latenode employs robust encryption and security protocols to protect your Alegra data at rest and in transit, ensuring data privacy.
Are there any limitations to the Alegra and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Alegra and Cloze may require manual setup.
- Complex custom fields in either app might need JavaScript for full compatibility.
- High API request volumes may be subject to rate limits imposed by Alegra or Cloze.
