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Sync Cloze leads to AITable for enriched data and custom reporting. Latenode's visual editor simplifies complex logic and advanced JS coding, while affordable pricing scales with your business growth.
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Create a New Scenario to Connect Cloze and AITable
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 AITable will be your first step. To do this, click "Choose an app," find Cloze or AITable, 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 AITable Node
Next, click the plus (+) icon on the Cloze node, select AITable from the list of available apps, and choose the action you need from the list of nodes within AITable.
Cloze
β
AITable
Authenticate AITable
Now, click the AITable node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AITable settings. Authentication allows you to use AITable through Latenode.
Configure the Cloze and AITable 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 AITable Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
AITable
Trigger on Webhook
β
Cloze
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, AITable, 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 AITable integration works as expected. Depending on your setup, data should flow between Cloze and AITable (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + AITable + Slack: When a deal is closed in Cloze, a record is updated in AITable to reflect the deal's status. A notification is then sent to the sales team on Slack informing them of the closed deal.
AITable + Cloze + Google Sheets: When a new record is created in AITable, a new person is created or updated in Cloze. Summary data is then added as a new row to Google Sheets for lead source performance analysis.
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 AITable
Manage project data in AITable and sync it with Latenode for powerful automation. Update databases, trigger notifications, or generate reports based on AITable changes. Latenode adds logic and integrations, creating workflows that AITable alone can't provide. Scale custom apps with ease, paying only for execution time.
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How can I connect my Cloze account to AITable using Latenode?
To connect your Cloze account to AITable on Latenode, follow these steps:
Can I automatically create AITable records from new Cloze opportunities?
Yes, you can! Latenode lets you trigger workflows when new Cloze opportunities arise. Automatically populate AITable with the data to track progress and analyze sales pipelines effortlessly.
What types of tasks can I perform by integrating Cloze with AITable?
Integrating Cloze with AITable allows you to perform various tasks, including:
Can I use JavaScript code to transform data between Cloze and AITable?
Yes! Latenode enables custom JavaScript code to transform data, format dates, and manipulate fields for seamless Cloze and AITable data transfers.
Are there any limitations to the Cloze and AITable integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: