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How to connect Cloze and 7todos
Create a New Scenario to Connect Cloze and 7todos
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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or 7todos will be your first step. To do this, click "Choose an app," find Cloze or 7todos, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the 7todos Node
Next, click the plus (+) icon on the Cloze node, select 7todos from the list of available apps, and choose the action you need from the list of nodes within 7todos.
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Authenticate 7todos
Now, click the 7todos node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your 7todos settings. Authentication allows you to use 7todos through Latenode.
Configure the Cloze and 7todos 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 Cloze and 7todos 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 Cloze, 7todos, 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 Cloze and 7todos integration works as expected. Depending on your setup, data should flow between Cloze and 7todos (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cloze and 7todos
Cloze + 7todos + Slack: When a deal reaches a specific stage in Cloze, a task is created in 7todos to ensure the next steps are taken. The sales team is then notified on Slack to ensure visibility and prompt action.
7todos + Cloze + Google Calendar: When a task is created in 7todos, a follow-up activity is created in Cloze to manage the interaction. This activity is also scheduled as an event in Google Calendar to ensure it is not forgotten.
Cloze and 7todos integration alternatives
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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About 7todos
Automate task management with 7todos in Latenode. Create flows that automatically add, update, or close tasks based on triggers from other apps. Sync project updates, schedule reminders, and centralize task data. Latenode adds scale and control with visual flows, custom scripts, and direct API access to 7todos.
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FAQ Cloze and 7todos
How can I connect my Cloze account to 7todos using Latenode?
To connect your Cloze account to 7todos on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and 7todos accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create tasks from new Cloze leads?
Yes, you can! Latenode's visual editor simplifies the automation. Trigger 7todos task creation when a new lead appears in Cloze, streamlining your sales workflow and task management.
What types of tasks can I perform by integrating Cloze with 7todos?
Integrating Cloze with 7todos allows you to perform various tasks, including:
- Create a 7todos task when a new opportunity is created in Cloze.
- Update a 7todos task when an opportunity reaches a specific stage in Cloze.
- Generate a 7todos task to follow up on a Cloze meeting.
- Add Cloze contacts to 7todos as project collaborators automatically.
- Close a 7todos task when a deal is won in Cloze.
How secure is connecting Cloze to Latenode?
Latenode uses secure authentication protocols to protect your Cloze data. Your credentials are encrypted and never stored directly on our servers.
Are there any limitations to the Cloze and 7todos integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on Cloze and 7todos API availability.
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Cloze and 7todos APIs may affect high-volume workflows.
