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How to connect Canny and Cloze
Create a New Scenario to Connect Canny 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 Canny, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canny or Cloze will be your first step. To do this, click "Choose an app," find Canny or Cloze, and select the appropriate trigger to start the scenario.
Add the Canny Node
Select the Canny node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Canny 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 Canny 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 Canny 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 Canny, 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 Canny and Cloze integration works as expected. Depending on your setup, data should flow between Canny 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 Canny and Cloze
Canny + Cloze + Slack: When a new post is created in Canny, find corresponding contacts in Cloze. If a match is found, send a notification to the sales team in Slack to follow up with the contact regarding the feature request.
Cloze + Canny + Jira: When a person is created or updated in Cloze, and they request a feature, automatically create a task in Jira for the development team. This task includes information about the requested feature sourced from Canny.
Canny and Cloze integration alternatives
About Canny
Integrate Canny with Latenode to automate feedback management. Capture user suggestions and bug reports directly, then route them to the right teams. Use AI to categorize input, update task trackers, and notify users of progress, automating the feedback loop and improving responsiveness.
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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 Canny and Cloze
How can I connect my Canny account to Cloze using Latenode?
To connect your Canny account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Canny and click on "Connect".
- Authenticate your Canny and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Cloze contacts from new Canny feedback?
Yes, you can! With Latenode, automatically create new Cloze contacts from valuable user feedback in Canny. Keep your sales team informed and ready to engage, enhancing responsiveness and driving growth.
What types of tasks can I perform by integrating Canny with Cloze?
Integrating Canny with Cloze allows you to perform various tasks, including:
- Create new Cloze contacts when new Canny feature requests are submitted.
- Update existing Cloze contacts with Canny feedback details automatically.
- Send Cloze notifications when Canny posts reach a specific vote threshold.
- Track Canny feature request status changes within Cloze deals.
- Trigger personalized Cloze email sequences based on Canny activity.
How do I handle custom fields between Canny and Cloze in Latenode?
Latenode’s flexible data mapping allows you to seamlessly sync custom fields between Canny and Cloze, ensuring all relevant information is transferred accurately.
Are there any limitations to the Canny and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Canny and Cloze APIs may affect high-volume workflows.
- Complex data transformations might require JavaScript coding in Latenode.
- Historical data migration requires manual setup outside of the integration.
