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How to connect Cloze and AITable
Create a New Scenario to Connect Cloze and AITable
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 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.
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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.
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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:
- 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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AITable
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, AITable, 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 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.
Most powerful ways to connect Cloze and AITable
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.
Cloze and AITable 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 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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See how Latenode works
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FAQ Cloze and AITable
How can I connect my Cloze account to AITable using Latenode?
To connect your Cloze account to AITable 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 AITable accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create new AITable records from new Cloze contacts.
- Update AITable records when Cloze opportunity stages change.
- Sync Cloze meeting notes to corresponding AITable records.
- Generate Cloze tasks based on AITable data updates.
- Consolidate Cloze and AITable data for unified reporting.
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:
- Complex data transformations may require custom JavaScript coding.
- Real-time synchronization depends on the API rate limits of Cloze and AITable.
- Historical data migration may require batch processing due to API constraints.
