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How to connect Cloze and AI Agent
Create a New Scenario to Connect Cloze and AI Agent
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 AI Agent will be your first step. To do this, click "Choose an app," find Cloze or AI Agent, 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 AI Agent Node
Next, click the plus (+) icon on the Cloze node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
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Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Cloze and AI Agent 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 AI Agent 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, AI Agent, 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 AI Agent integration works as expected. Depending on your setup, data should flow between Cloze and AI Agent (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 AI Agent
Cloze + AI Agent + Slack: When a new person is added to Cloze, AI Agent summarizes the contact details and sends the summary to a dedicated Slack channel.
Cloze + AI Agent + Google Sheets: When a new person is created or updated in Cloze, AI Agent enriches the lead data. The enriched data is then stored in Google Sheets.
Cloze and AI Agent 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 AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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See how Latenode works
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FAQ Cloze and AI Agent
How can I connect my Cloze account to AI Agent using Latenode?
To connect your Cloze account to AI Agent 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 AI Agent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically summarize Cloze customer interactions with AI?
Yes, you can! Latenode allows you to trigger AI Agent to summarize Cloze interactions, providing key insights instantly and saving valuable time with AI-powered automation.
What types of tasks can I perform by integrating Cloze with AI Agent?
Integrating Cloze with AI Agent allows you to perform various tasks, including:
- Automatically generating personalized follow-up emails based on Cloze activity.
- Analyzing sentiment from Cloze communications to prioritize key opportunities.
- Creating AI-driven reports on sales performance directly from Cloze data.
- Updating Cloze contact information based on AI Agent's external data enrichment.
- Generating tasks in Cloze based on AI Agent's analysis of customer needs.
What kind of Cloze data can Latenode access for automation?
Latenode can access contacts, opportunities, activities, and custom fields within Cloze. This unlocks powerful, data-driven automations using its visual editor.
Are there any limitations to the Cloze and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Cloze and AI Agent's APIs may affect high-volume workflows.
- Complex AI Agent requests may consume more Latenode execution units.
- Custom Cloze fields require careful mapping to AI Agent parameters.
