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How to connect Cloze and Attio
Create a New Scenario to Connect Cloze and Attio
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 Attio will be your first step. To do this, click "Choose an app," find Cloze or Attio, 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 Attio Node
Next, click the plus (+) icon on the Cloze node, select Attio from the list of available apps, and choose the action you need from the list of nodes within Attio.
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Authenticate Attio
Now, click the Attio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Attio settings. Authentication allows you to use Attio through Latenode.
Configure the Cloze and Attio 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 Attio 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, Attio, 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 Attio integration works as expected. Depending on your setup, data should flow between Cloze and Attio (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 Attio
Cloze + Attio + Slack: When a project changes in Cloze (e.g., a deal closes), Attio finds the corresponding record and updates it. Then, a celebratory message is sent to a specified Slack channel.
Attio + Cloze + Google Sheets: When a new entry is created in Attio, a new person is created or updated in Cloze. Finally, a new row is added to a Google Sheet to track the new contact.
Cloze and Attio 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 Attio
Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.
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See how Latenode works
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FAQ Cloze and Attio
How can I connect my Cloze account to Attio using Latenode?
To connect your Cloze account to Attio 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 Attio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I synchronize Cloze leads into Attio organizations?
Yes, you can! Latenode's visual editor makes it easy to map Cloze lead data to Attio organizations, ensuring seamless data flow and enhanced relationship management.
What types of tasks can I perform by integrating Cloze with Attio?
Integrating Cloze with Attio allows you to perform various tasks, including:
- Create new Attio organizations from qualified Cloze leads automatically.
- Update Attio organization details when a Cloze deal reaches a specific stage.
- Log Cloze email interactions within the corresponding Attio organization.
- Trigger Cloze activities when a new organization is created in Attio.
- Synchronize contact information between Cloze people and Attio members.
What Cloze data can Latenode access and utilize?
Latenode can access and utilize Cloze data, including leads, contacts, deals, activities, and email interactions, to power your automations.
Are there any limitations to the Cloze and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may take time depending on the data volume.
- Complex data transformations might require custom JavaScript code.
- Rate limits of Cloze and Attio APIs may affect high-volume workflows.
