How to connect BambooHR and Cloze
Create a New Scenario to Connect BambooHR 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 BambooHR, triggered by another scenario, or executed manually (for testing purposes). In most cases, BambooHR or Cloze will be your first step. To do this, click "Choose an app," find BambooHR or Cloze, and select the appropriate trigger to start the scenario.

Add the BambooHR Node
Select the BambooHR node from the app selection panel on the right.


BambooHR

Configure the BambooHR
Click on the BambooHR node to configure it. You can modify the BambooHR 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 BambooHR 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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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 BambooHR 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 BambooHR 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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AI Anthropic Claude 3
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Cloze
Trigger on Webhook
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Webhook response

Save and Activate the Scenario
After configuring BambooHR, 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 BambooHR and Cloze integration works as expected. Depending on your setup, data should flow between BambooHR 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 BambooHR and Cloze
BambooHR + Cloze + Slack: When a new employee is added in BambooHR, a corresponding contact is created in Cloze. Subsequently, a welcome message is sent to the new employee via Slack.
Cloze + BambooHR + Google Sheets: Upon closing a deal in Cloze, the automation updates the employee's sales data in BambooHR and records the transaction details in a Google Sheet for tracking and reporting.
BambooHR and Cloze integration alternatives

About BambooHR
Streamline HR processes. Use BambooHR with Latenode to automate onboarding, offboarding, and employee data sync. Automatically update other systems (like payroll or Slack) based on BambooHR changes. Centralize HR workflows in a visual no-code builder. Reduce manual data entry and ensure consistency across all platforms.
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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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See how Latenode works
FAQ BambooHR and Cloze
How can I connect my BambooHR account to Cloze using Latenode?
To connect your BambooHR account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select BambooHR and click on "Connect".
- Authenticate your BambooHR 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 BambooHR hires?
Yes, using Latenode's advanced data mapping, new BambooHR hires instantly create or update Cloze contacts, ensuring your sales team has current information. Scale with no-code & serverless JavaScript!
What types of tasks can I perform by integrating BambooHR with Cloze?
Integrating BambooHR with Cloze allows you to perform various tasks, including:
- Create new Cloze contacts when new employees are added in BambooHR.
- Update existing Cloze contacts with employment changes from BambooHR.
- Trigger personalized email sequences in Cloze for new BambooHR hires.
- Log BambooHR employee data changes as notes within Cloze contacts.
- Sync employee start dates from BambooHR into custom Cloze fields.
HowsecureisBambooHRdatatransferredtoClozeviaLatenode?
Latenode uses secure, encrypted connections for all data transfers between BambooHR and Cloze, protecting sensitive employee information using advanced protocols.
Are there any limitations to the BambooHR and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from BambooHR to Cloze might require custom workflow design.
- Complex BambooHR custom field mappings in Cloze need configuration.
- The integration relies on API availability and rate limits for both apps.