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How to connect Cloze and Code
Create a New Scenario to Connect Cloze and Code
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 Code will be your first step. To do this, click "Choose an app," find Cloze or Code, 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 Code Node
Next, click the plus (+) icon on the Cloze node, select Code from the list of available apps, and choose the action you need from the list of nodes within Code.
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Authenticate Code
Now, click the Code node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Code settings. Authentication allows you to use Code through Latenode.
Configure the Cloze and Code 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 Code 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, Code, 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 Code integration works as expected. Depending on your setup, data should flow between Cloze and Code (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 Code
Cloze + Code + Google Sheets: When a person's information is updated in Cloze, a JavaScript code block analyzes the contact data, and a detailed report is then saved to a Google Sheet.
Cloze + Code + Slack: When a to-do item is created in Cloze, a Code script checks for overdue tasks, and then sends a summary of these overdue tasks to a designated Slack channel.
Cloze and Code 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 Code
Need custom logic within your Latenode workflows? Code lets you add JavaScript snippets and NPM modules directly into your automation flows. Transform data, handle complex calculations, and connect to unsupported APIs. Latenode makes it easy to manage code alongside no-code steps, ensuring scalability and maintainability.
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FAQ Cloze and Code
How can I connect my Cloze account to Code using Latenode?
To connect your Cloze account to Code 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 Code accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Code with new Cloze contacts?
Yes, you can! Latenode lets you instantly sync new Cloze contacts to Code, ensuring your code repository always reflects the latest customer data. Automate updates and save time.
What types of tasks can I perform by integrating Cloze with Code?
Integrating Cloze with Code allows you to perform various tasks, including:
- Automatically create new code snippets from Cloze contact notes.
- Trigger code deployments based on changes in Cloze deal stages.
- Log code commit data directly into Cloze activity timelines.
- Send Cloze notifications for successful or failed code builds.
- Generate personalized code documentation based on Cloze customer data.
How secure is the Cloze integration on Latenode?
Latenode employs advanced encryption and security protocols, guaranteeing secure Cloze data handling and integration with Code. Your data stays safe.
Are there any limitations to the Cloze and Code integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization may experience slight delays.
- Complex data transformations might require custom JavaScript code.
- High-volume data transfers can affect workflow execution speed.
