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How to connect Cloze and Beamer
Create a New Scenario to Connect Cloze and Beamer
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 Beamer will be your first step. To do this, click "Choose an app," find Cloze or Beamer, 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 Beamer Node
Next, click the plus (+) icon on the Cloze node, select Beamer from the list of available apps, and choose the action you need from the list of nodes within Beamer.
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Authenticate Beamer
Now, click the Beamer node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Beamer settings. Authentication allows you to use Beamer through Latenode.
Configure the Cloze and Beamer 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 Beamer 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, Beamer, 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 Beamer integration works as expected. Depending on your setup, data should flow between Cloze and Beamer (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 Beamer
Cloze + Beamer + Slack: When a deal closes in Cloze, a post is created in Beamer to announce the product update, and a notification is sent to the sales team in Slack.
Beamer + Cloze + Mailchimp: When a new feature announcement is posted in Beamer, find contacts in Cloze based on their deal stage and trigger personalized email campaigns in Mailchimp.
Cloze and Beamer 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 Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
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FAQ Cloze and Beamer
How can I connect my Cloze account to Beamer using Latenode?
To connect your Cloze account to Beamer 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 Beamer accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically announce new Cloze deals in Beamer?
Yes, you can! Latenode's visual editor makes it simple. Trigger Beamer announcements whenever deals reach specific stages in Cloze, keeping your audience informed automatically.
What types of tasks can I perform by integrating Cloze with Beamer?
Integrating Cloze with Beamer allows you to perform various tasks, including:
- Post Beamer updates when new contacts are added to Cloze.
- Create targeted Beamer notifications based on Cloze deal stages.
- Send personalized welcome messages via Beamer for new Cloze customers.
- Trigger internal Slack alerts via Latenode on specific Cloze deal changes.
- Update Beamer segments based on Cloze contact activity scores.
HowcanIaccessadvancedClozeactionswithLatenode'sJavaScriptblocks?
Latenode allows you to extend Cloze functionality using JavaScript. Access the Cloze API directly to perform custom actions and data manipulations.
Are there any limitations to the Cloze and Beamer integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings in Cloze might require JavaScript for transformation.
- Beamer's API rate limits can impact high-volume notification workflows.
- Historical Cloze data migration to Beamer requires custom workflow design.
