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How to connect Cloze and Circle
Create a New Scenario to Connect Cloze and Circle
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 Circle will be your first step. To do this, click "Choose an app," find Cloze or Circle, 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 Circle Node
Next, click the plus (+) icon on the Cloze node, select Circle from the list of available apps, and choose the action you need from the list of nodes within Circle.
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Authenticate Circle
Now, click the Circle node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Circle settings. Authentication allows you to use Circle through Latenode.
Configure the Cloze and Circle 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 Circle 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, Circle, 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 Circle integration works as expected. Depending on your setup, data should flow between Cloze and Circle (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 Circle
Cloze + Circle + Slack: When a contact is updated in Cloze, find the corresponding member in a Circle community and update their profile. Then, send a Slack notification to a specified channel to inform the team about the contact update.
Circle + Cloze + Airtable: When a new member joins a Circle community, create or update their profile in Cloze. Then, create a new record in Airtable to track new community members.
Cloze and Circle 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 Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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See how Latenode works
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FAQ Cloze and Circle
How can I connect my Cloze account to Circle using Latenode?
To connect your Cloze account to Circle 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 Circle accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Cloze contacts to Circle communities?
Yes, you can! Latenode's visual editor allows you to automatically add new Cloze contacts as Circle members, streamlining community growth and engagement efforts.
What types of tasks can I perform by integrating Cloze with Circle?
Integrating Cloze with Circle allows you to perform various tasks, including:
- Automatically add new Cloze contacts to specific Circle communities.
- Trigger Circle community announcements based on Cloze deal stages.
- Update Circle member profiles with data from Cloze contact fields.
- Send personalized Circle messages when new Cloze deals are created.
- Create Cloze tasks when new discussions start in Circle communities.
Can I filter Cloze contacts before adding them to Circle?
Yes, you can use Latenode's no-code filters and JavaScript blocks to precisely control which Cloze contacts are synced.
Are there any limitations to the Cloze and Circle integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits of Cloze and Circle APIs may affect high-volume workflows.
- Custom fields in Cloze may need manual mapping to Circle attributes.
