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How to connect Cloze and Basin
Create a New Scenario to Connect Cloze and Basin
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 Basin will be your first step. To do this, click "Choose an app," find Cloze or Basin, 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 Basin Node
Next, click the plus (+) icon on the Cloze node, select Basin from the list of available apps, and choose the action you need from the list of nodes within Basin.
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Authenticate Basin
Now, click the Basin node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Basin settings. Authentication allows you to use Basin through Latenode.
Configure the Cloze and Basin 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 Basin 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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Basin
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Basin, 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 Basin integration works as expected. Depending on your setup, data should flow between Cloze and Basin (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 Basin
Basin + Cloze + Slack: When a new form is submitted via Basin, create or update a contact in Cloze. Then, post a message to a specified Slack channel to notify the team about the new submission and the contact created/updated in Cloze.
Basin + Cloze + Google Sheets: Upon receiving a new form submission in Basin, this automation saves the submission data into a new row in Google Sheets. Additionally, it updates the contact details in Cloze with the information provided in the submitted form.
Cloze and Basin 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 Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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FAQ Cloze and Basin
How can I connect my Cloze account to Basin using Latenode?
To connect your Cloze account to Basin 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 Basin accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead capture from Basin forms to Cloze?
Yes, you can! Latenode lets you automatically create new Cloze leads from Basin submissions. This ensures all your form data instantly updates your sales pipeline.
What types of tasks can I perform by integrating Cloze with Basin?
Integrating Cloze with Basin allows you to perform various tasks, including:
- Create new Cloze contacts from new Basin form submissions automatically.
- Update Cloze opportunities when corresponding Basin data changes.
- Send personalized follow-up emails via Cloze based on Basin form responses.
- Trigger internal notifications for new leads captured through Basin forms.
- Archive completed Basin form entries and link them to relevant Cloze records.
Can I use JavaScript code with my Cloze and Basin automations?
Yes! Latenode's JavaScript node allows you to add custom logic for advanced data manipulation and workflow control between Cloze and Basin.
Are there any limitations to the Cloze and Basin integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on API availability and rate limits.
- Complex data transformations may require custom JavaScript coding.
- Historical data migration may require a separate, manual process.
