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How to connect Cloze and Captions
Create a New Scenario to Connect Cloze and Captions
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 Captions will be your first step. To do this, click "Choose an app," find Cloze or Captions, 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 Captions Node
Next, click the plus (+) icon on the Cloze node, select Captions from the list of available apps, and choose the action you need from the list of nodes within Captions.
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Authenticate Captions
Now, click the Captions node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Captions settings. Authentication allows you to use Captions through Latenode.
Configure the Cloze and Captions 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 Captions 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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Save and Activate the Scenario
After configuring Cloze, Captions, 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 Captions integration works as expected. Depending on your setup, data should flow between Cloze and Captions (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 Captions
Cloze + Captions + Google Sheets: When a communication record is added in Cloze (e.g., a sales call), the automation retrieves the corresponding caption transcript (assuming a mechanism exists to link Cloze record to Captions transcript). It then adds this information as a new row in a Google Sheet for reporting purposes.
Captions + Cloze + Slack: When a video translation request status is updated in Captions, the automation adds a communication record to the relevant contact in Cloze with the summary, and sends a notification to a designated Slack channel.
Cloze and Captions 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 Captions
Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.
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FAQ Cloze and Captions
How can I connect my Cloze account to Captions using Latenode?
To connect your Cloze account to Captions 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 Captions accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts based on Captions interactions?
Yes, you can! Latenode's flexible workflows allow seamless data transfer, ensuring your Cloze contacts are always up-to-date with the latest engagement data from Captions, saving time and improving outreach.
What types of tasks can I perform by integrating Cloze with Captions?
Integrating Cloze with Captions allows you to perform various tasks, including:
- Create Cloze contacts from new Captions meeting attendees.
- Log Captions meeting summaries as notes in Cloze deals.
- Trigger Cloze follow-up tasks based on Captions sentiment analysis.
- Update Cloze opportunity stages based on Captions interaction frequency.
- Send personalized Cloze emails triggered by Captions keyword mentions.
How can I automate follow-ups for Cloze leads after Captions meetings?
Use Latenode to trigger automated email sequences in Cloze based on meeting outcomes in Captions, streamlining your sales process.
Are there any limitations to the Cloze and Captions integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API request limits of both platforms.
- Complex workflow logic may require JavaScript knowledge for advanced customization.
- Initial setup requires understanding of Cloze and Captions data structures.
