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How to connect Basin and Cloze
Create a New Scenario to Connect Basin 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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or Cloze will be your first step. To do this, click "Choose an app," find Basin or Cloze, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Basin 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 Basin 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 Basin 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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Cloze
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Trigger on Webhook
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Basin
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Webhook response
Save and Activate the Scenario
After configuring Basin, 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 Basin and Cloze integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and Cloze
Basin + Cloze + Slack: When a new submission is received in Basin, a new person is created or updated in Cloze with the submission data. Then, a notification is sent to a Slack channel informing the team of the new submission and Cloze contact.
Basin + Cloze + Google Sheets: Upon receiving a new submission in Basin, the data is used to create or update a person in Cloze. Simultaneously, the submission data is added as a new row in a Google Sheet for record-keeping and analysis.
Basin and Cloze integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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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
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FAQ Basin and Cloze
How can I connect my Basin account to Cloze using Latenode?
To connect your Basin account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Cloze leads from Basin form submissions?
Yes, you can! Latenode allows you to create workflows that trigger lead creation in Cloze upon new Basin submissions, ensuring no lead is missed. Leverage our no-code blocks or AI for advanced lead scoring.
What types of tasks can I perform by integrating Basin with Cloze?
Integrating Basin with Cloze allows you to perform various tasks, including:
- Create new Cloze contacts from Basin form submissions automatically.
- Update Cloze contact information based on Basin form data changes.
- Trigger Cloze activities when a new Basin form is submitted.
- Add new Basin submissions as notes to existing Cloze contacts.
- Send custom email notifications via Cloze based on Basin submission content.
Can I filter Basin submissions before sending data to Cloze?
Yes. Latenode allows you to filter Basin submissions based on specific criteria before sending data to Cloze, using either no-code blocks or JavaScript code.
Are there any limitations to the Basin and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Large volumes of data may impact workflow execution time.
- Rate limits imposed by Basin and Cloze APIs still apply.
