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How to connect Cleverreach and Miro
Create a New Scenario to Connect Cleverreach and Miro
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 Cleverreach, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cleverreach or Miro will be your first step. To do this, click "Choose an app," find Cleverreach or Miro, and select the appropriate trigger to start the scenario.
Add the Cleverreach Node
Select the Cleverreach node from the app selection panel on the right.
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Configure the Cleverreach
Click on the Cleverreach node to configure it. You can modify the Cleverreach URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Miro Node
Next, click the plus (+) icon on the Cleverreach node, select Miro from the list of available apps, and choose the action you need from the list of nodes within Miro.
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Authenticate Miro
Now, click the Miro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Miro settings. Authentication allows you to use Miro through Latenode.
Configure the Cleverreach and Miro 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 Cleverreach and Miro 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 Cleverreach, Miro, 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 Cleverreach and Miro integration works as expected. Depending on your setup, data should flow between Cleverreach and Miro (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cleverreach and Miro
Cleverreach + Miro + Slack: When a new campaign is launched in Cleverreach, a summary of the campaign details is posted to a Miro board for team review. A notification is then sent to a designated Slack channel to alert the team that the campaign summary is available on the Miro board.
Miro + Google Sheets + Cleverreach: When a new item is created or updated on a Miro board related to marketing campaign concepts, the item's data is added to a Google Sheet. This new row in the Google Sheet then triggers a personalized email in Cleverreach to the relevant recipients.
Cleverreach and Miro integration alternatives
About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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About Miro
Automate Miro board updates based on triggers from other apps. Latenode connects Miro to your workflows, enabling automatic creation of cards, text, or frames. Update Miro based on data from CRMs, databases, or project management tools, reducing manual work. Perfect for agile project tracking and visual process management, inside fully automated scenarios.
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FAQ Cleverreach and Miro
How can I connect my Cleverreach account to Miro using Latenode?
To connect your Cleverreach account to Miro on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cleverreach and click on "Connect".
- Authenticate your Cleverreach and Miro accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Miro boards based on Cleverreach email campaign results?
Yes, you can! Latenode's visual editor makes it easy to trigger Miro board updates based on Cleverreach data, enhancing team collaboration and providing real-time insights into campaign performance.
What types of tasks can I perform by integrating Cleverreach with Miro?
Integrating Cleverreach with Miro allows you to perform various tasks, including:
- Automatically create Miro boards for new Cleverreach subscribers.
- Update Miro cards with Cleverreach campaign performance metrics.
- Generate visual reports in Miro based on Cleverreach data.
- Send Miro board updates as email notifications via Cleverreach.
- Visualize Cleverreach audience segmentation on Miro boards.
What Cleverreach features are accessible through Latenode?
Latenode provides access to Cleverreach's core features, including subscriber management, campaign creation, and detailed reporting, all within visual workflows.
Are there any limitations to the Cleverreach and Miro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the Cleverreach and Miro API rate limits.
- Complex data transformations may require JavaScript knowledge.
- Large Miro boards might impact workflow execution speed.
