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How to connect Cloze and Booqable
Create a New Scenario to Connect Cloze and Booqable
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 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.
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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.
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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:
- 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, Booqable, 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 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.
Most powerful ways to connect Cloze and Booqable
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.
Cloze and Booqable 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 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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See how Latenode works
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FAQ Cloze and Booqable
How can I connect my Cloze account to Booqable using Latenode?
To connect your Cloze account to Booqable 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 Booqable accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create a Cloze lead when a new Booqable order is placed.
- Update Cloze contact details based on Booqable customer information.
- Send customized emails via Cloze after a Booqable rental return.
- Log Booqable rental details as notes within a Cloze contact.
- Trigger Cloze workflows when Booqable inventory levels change.
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:
- Real-time data synchronization depends on API rate limits of both platforms.
- Complex conditional logic may require JavaScript coding within Latenode.
- Custom field mappings need to be configured manually.
