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Automatically create 7todos tasks from new Cloze opportunities, ensuring seamless sales follow-up. Latenode's visual editor simplifies complex workflows, and affordable execution-based pricing makes scaling this automation budget-friendly.
Connect Cloze and 7todos in minutes with Latenode.
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Create a New Scenario to Connect Cloze and 7todos
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
Cloze
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.
Cloze
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7todos
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:
JavaScript
β
AI Anthropic Claude 3
β
7todos
Trigger on Webhook
β
Cloze
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Cloze, 7todos, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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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How can I connect my Cloze account to 7todos using Latenode?
To connect your Cloze account to 7todos on Latenode, follow these steps:
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:
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: