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How to connect Bland AI and Cloze
Create a New Scenario to Connect Bland AI 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 Bland AI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bland AI or Cloze will be your first step. To do this, click "Choose an app," find Bland AI or Cloze, and select the appropriate trigger to start the scenario.
Add the Bland AI Node
Select the Bland AI node from the app selection panel on the right.
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Configure the Bland AI
Click on the Bland AI node to configure it. You can modify the Bland AI 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 Bland AI 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 Bland AI 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 Bland AI 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 Bland AI, 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 Bland AI and Cloze integration works as expected. Depending on your setup, data should flow between Bland AI 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 Bland AI and Cloze
Bland AI + Cloze + Google Sheets: After a phone call in Bland AI, the call is analyzed, and the transcript is used to update the corresponding contact in Cloze. A record of the interaction, including a summary, is then added to a Google Sheet for tracking purposes.
Cloze + Bland AI + Slack: When a person is updated in Cloze, Bland AI drafts a personalized follow-up message based on the update. A notification containing this message is then sent to a designated Slack channel, alerting the sales team.
Bland AI and Cloze integration alternatives
About Bland AI
Use Bland AI in Latenode to automate content creation or rewrite existing text. Streamline your marketing or support workflows by generating tailored responses. Integrate it directly into your Latenode scenarios and use visual tools to manage prompts, route results, and scale AI tasks 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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FAQ Bland AI and Cloze
How can I connect my Bland AI account to Cloze using Latenode?
To connect your Bland AI account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bland AI and click on "Connect".
- Authenticate your Bland AI and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Cloze actions from Bland AI insights?
Yes, you can! Latenode's visual editor makes it simple to trigger Cloze actions based on Bland AI sentiment analysis, automating follow-ups for improved engagement.
What types of tasks can I perform by integrating Bland AI with Cloze?
Integrating Bland AI with Cloze allows you to perform various tasks, including:
- Automatically updating Cloze contacts with information extracted by Bland AI.
- Creating new Cloze leads based on positive sentiment detected by Bland AI.
- Triggering personalized email campaigns in Cloze using Bland AI generated content.
- Analyzing Cloze communications using Bland AI to identify key customer trends.
- Sending automated Cloze reminders when Bland AI detects urgent customer requests.
Can I use custom AI models with the Bland AI integration in Latenode?
Yes! Latenode supports custom Bland AI models. Integrate them via API blocks for highly personalized automation.
Are there any limitations to the Bland AI and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Bland AI prompt engineering may require advanced knowledge.
- Rate limits on the Bland AI and Cloze APIs can affect workflow execution.
- Initial setup might need adjustments based on your specific data structures.
