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How to connect Beamer and Cloze
Create a New Scenario to Connect Beamer 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 Beamer, triggered by another scenario, or executed manually (for testing purposes). In most cases, Beamer or Cloze will be your first step. To do this, click "Choose an app," find Beamer or Cloze, and select the appropriate trigger to start the scenario.
Add the Beamer Node
Select the Beamer node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Beamer 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 Beamer 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 Beamer 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 Beamer, 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 Beamer and Cloze integration works as expected. Depending on your setup, data should flow between Beamer 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 Beamer and Cloze
Beamer + Cloze + Slack: When a new post is created in Beamer, find relevant contacts in Cloze and send a Slack notification to a designated channel to alert the sales team about the update, allowing them to engage with those contacts proactively.
Cloze + Beamer + HubSpot: When a new person is added to Cloze, create a corresponding post in Beamer, and then create a contact in HubSpot to ensure all platforms are synchronized with the latest lead information.
Beamer and Cloze integration alternatives
About Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
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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 Beamer and Cloze
How can I connect my Beamer account to Cloze using Latenode?
To connect your Beamer account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Beamer and click on "Connect".
- Authenticate your Beamer and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Cloze activities from new Beamer announcements?
Yes, you can! Latenode lets you trigger Cloze actions from Beamer updates, ensuring your team is always informed about key customer interactions. Enhance sales outreach with timely updates.
What types of tasks can I perform by integrating Beamer with Cloze?
Integrating Beamer with Cloze allows you to perform various tasks, including:
- Create new Cloze leads from Beamer product feedback posts.
- Update Cloze contact information based on Beamer user data.
- Send personalized Cloze emails when new Beamer updates are published.
- Log Beamer announcement views as activities in Cloze.
- Generate Cloze tasks for sales reps based on Beamer feature requests.
Can I filter Beamer announcements before updating Cloze contacts?
Yes, Latenode's no-code filters let you precisely control data flow, ensuring only relevant Beamer data updates your Cloze contacts automatically.
Are there any limitations to the Beamer and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Beamer data prior to integration setup isn't automatically synced.
- Complex Beamer data transformations may require JavaScript coding.
- Rate limits imposed by Beamer and Cloze APIs may affect performance.
