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How to connect Box and Cloze
Create a New Scenario to Connect Box 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 Box, triggered by another scenario, or executed manually (for testing purposes). In most cases, Box or Cloze will be your first step. To do this, click "Choose an app," find Box or Cloze, and select the appropriate trigger to start the scenario.
Add the Box Node
Select the Box node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Box 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 Box 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 Box 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 Box, 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 Box and Cloze integration works as expected. Depending on your setup, data should flow between Box 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 Box and Cloze
Box + Cloze + Slack: When a new file is added to Box, a summary note is created in Cloze for the relevant contact, and a notification is sent to a designated Slack channel.
Cloze + Box + Google Sheets: When a contact is updated in Cloze, relevant documents are uploaded to Box, and the change is logged in a Google Sheet.
Box and Cloze integration alternatives
About Box
Automate Box file management within Latenode workflows. Trigger actions based on file uploads, updates, or deletions. Streamline content workflows: automatically process files, extract data, and route them to other apps like CRMs or databases. Use Latenode’s visual editor to build flexible, scalable solutions without code, and reduce manual file handling.
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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 Box and Cloze
How can I connect my Box account to Cloze using Latenode?
To connect your Box account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Box and click on "Connect".
- Authenticate your Box and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save Cloze documents to Box?
Yes, you can! Latenode allows automated file uploads from Cloze to Box. Benefit: Centralize key client docs ensuring easy access and secure backup with flexible storage and versioning.
What types of tasks can I perform by integrating Box with Cloze?
Integrating Box with Cloze allows you to perform various tasks, including:
- Automatically backing up Cloze attachments to Box.
- Creating new Box folders for new Cloze clients.
- Sharing Box files directly within Cloze communications.
- Updating Box metadata when Cloze deal stages change.
- Generating client reports in Box based on Cloze data.
Can I use custom Box file names when saving from Cloze?
Yes! Latenode supports dynamic file naming. Use Cloze data to personalize Box filenames for organization and easy search. Optimize workflows with advanced logic.
Are there any limitations to the Box and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows may require JavaScript coding.
- Real-time updates depend on Box and Cloze API limits.
- Large file transfers may affect workflow execution time.
