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Connect Cloze and Booqable to automate sales follow-ups based on equipment rentals, ensuring timely communication. Latenode's visual editor and affordable execution pricing make this advanced automation accessible, while JavaScript support allows for custom logic.
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Create a New Scenario to Connect Cloze and Booqable
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 Booqable will be your first step. To do this, click "Choose an app," find Cloze or Booqable, 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 Booqable Node
Next, click the plus (+) icon on the Cloze node, select Booqable from the list of available apps, and choose the action you need from the list of nodes within Booqable.
Cloze
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Booqable
Authenticate Booqable
Now, click the Booqable node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Booqable settings. Authentication allows you to use Booqable through Latenode.
Configure the Cloze and Booqable 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 Booqable Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Booqable
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, Booqable, 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 Booqable integration works as expected. Depending on your setup, data should flow between Cloze and Booqable (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Booqable + Cloze + Slack: When a new order is placed in Booqable, a new person is created or updated in Cloze. A notification is then sent to a Slack channel to alert the team of the new booking.
Booqable + Cloze + Google Sheets: When a new order is placed in Booqable, the customer's information is recorded in Cloze. This data, along with order details, is then added to a Google Sheet for tracking and 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 Booqable
Automate equipment rental workflows with Booqable in Latenode. Create flows to update inventory, trigger notifications, or manage customer data based on rental events. Sync data across platforms, like accounting or CRM, without manual updates. Use Latenode's visual editor and flexible logic to streamline booking processes and reporting.
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How can I connect my Cloze account to Booqable using Latenode?
To connect your Cloze account to Booqable on Latenode, follow these steps:
Can I automatically update Cloze contacts when a Booqable rental ends?
Yes, you can! Latenode lets you automate updates, ensuring your CRM is always current. This means better customer insights and targeted follow-ups after rental periods end.
What types of tasks can I perform by integrating Cloze with Booqable?
Integrating Cloze with Booqable allows you to perform various tasks, including:
How secure is my Cloze data when using Latenode integrations?
Latenode uses advanced encryption and security protocols, keeping your Cloze data safe and compliant during all integration processes.
Are there any limitations to the Cloze and Booqable integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: