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How to connect Bitrix24 and Cloze
Create a New Scenario to Connect Bitrix24 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 Bitrix24, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bitrix24 or Cloze will be your first step. To do this, click "Choose an app," find Bitrix24 or Cloze, and select the appropriate trigger to start the scenario.
Add the Bitrix24 Node
Select the Bitrix24 node from the app selection panel on the right.
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Bitrix24
Configure the Bitrix24
Click on the Bitrix24 node to configure it. You can modify the Bitrix24 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 Bitrix24 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 Bitrix24 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 Bitrix24 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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Save and Activate the Scenario
After configuring Bitrix24, 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 Bitrix24 and Cloze integration works as expected. Depending on your setup, data should flow between Bitrix24 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 Bitrix24 and Cloze
Bitrix24 + Cloze + Slack: When a deal closes in Bitrix24, the corresponding client information in Cloze is updated and a notification is sent to a designated Slack channel to inform the sales team.
Cloze + Bitrix24 + Google Sheets: When a new contact is created or updated in Cloze, its information along with relevant Bitrix24 data is logged in a Google Sheet for reporting and analysis.
Bitrix24 and Cloze integration alternatives
About Bitrix24
Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.
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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 Bitrix24 and Cloze
How can I connect my Bitrix24 account to Cloze using Latenode?
To connect your Bitrix24 account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bitrix24 and click on "Connect".
- Authenticate your Bitrix24 and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Cloze contacts from new Bitrix24 leads?
Yes, you can! Latenode allows you to automate contact creation, ensuring seamless data flow and eliminating manual entry, saving you valuable time and improving data accuracy.
What types of tasks can I perform by integrating Bitrix24 with Cloze?
Integrating Bitrix24 with Cloze allows you to perform various tasks, including:
- Create Cloze contacts when new leads are added in Bitrix24.
- Update deal stages in Bitrix24 based on activity in Cloze.
- Sync contact information between both platforms in real time.
- Create Bitrix24 tasks for new Cloze opportunities.
- Trigger custom notifications based on updates in either system.
Can I use custom JavaScript code to transform data between Bitrix24 and Cloze?
Yes! Latenode enables the use of JavaScript code to manipulate data, providing total flexibility for complex transformations and data mapping scenarios.
Are there any limitations to the Bitrix24 and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on API availability and rate limits for both Bitrix24 and Cloze.
- Complex data transformations might require some JavaScript coding knowledge.
- Latenode's fair use policy applies to data volume and processing resources.
